True Wealth Design’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

True Wealth Design’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
2024 Q3	–	Sell	-13,310	Closed	-$553K	–	1308
2024 Q2	$553K	Hold	13,310	–	–	0.14%	106
2024 Q1	$573K	Sell	13,310 -254	-2%	-$10.5K	0.14%	104
2023 Q4	$572K	Hold	13,564	–	–	0.16%	102
2023 Q3	$501K	Sell	13,564 -442	-3%	-$17.2K	0.17%	102
2023 Q2	$544K	Buy	+14,006	New	+$521K	0.2%	103

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

True Wealth Design's SPSM Position: Q3 2024 in Review

True Wealth Design sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2024, closing a stake of 13,310 shares — an estimated $553K sold.

True Wealth Design first reported a position in SPSM in Q2 2023 and held it in 5 quarters. The position peaked at $573K in Q1 2024. 850 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

True Wealth Design reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2024 after selling out during the quarter.
True Wealth Design sold 13,310 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2024, an estimated $553K.
True Wealth Design first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 5 quarters.
True Wealth Design's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $573K in Q1 2024.
850 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.