Stokes Family Office’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
FGAM
VA
RBA
Stokes Family Office's SPSM Position: Q4 2023 in Review
Stokes Family Office sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023, closing a stake of 5,953 shares — an estimated $220K sold.
Stokes Family Office first reported a position in SPSM in Q2 2023 and held it in 2 quarters. The position peaked at $308K in Q2 2023. 775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.
- Stokes Family Office reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2023 after selling out during the quarter.
- Stokes Family Office sold 5,953 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2023, an estimated $220K.
- Stokes Family Office first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 2 quarters.
- Stokes Family Office's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $308K in Q2 2023.
- 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.
Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.