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Traverso Chambers Private Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Traverso Chambers Private Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$381K Buy
+9,027
New +$340K 0.09% 88

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Traverso Chambers Private Wealth Management's SPSM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2023: 9,027 shares worth $381K. The stake represents 0.09% of the portfolio and ranks #88 among its holdings.

775 funds tracked by Wall St. Rank hold SPSM as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 9,027 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $381K as of Q4 2023.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Traverso Chambers Private Wealth Management position in Q4 2023.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #88 holding.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.