Tyler-Stone Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-493	Closed	-$20.5K	–	860
2024 Q2	$20.5K	Hold	493	–	–	0.01%	518
2024 Q1	$21.2K	Buy	493 +358	+265%	+$14.8K	0.01%	515
2023 Q4	$5.69K	Hold	135	–	–	﹤0.01%	705
2023 Q3	$5K	Hold	135	–	–	﹤0.01%	723
2023 Q2	$5K	Buy	+135	New	+$5.02K	﹤0.01%	713
2022 Q4	$5K	Hold	135	–	–	﹤0.01%	665
2022 Q3	$5K	Sell	135 -140	-51%	-$5.3K	﹤0.01%	652
2022 Q2	$10K	Hold	275	–	–	0.01%	560
2022 Q1	$12K	Hold	275	–	–	0.01%	545
2021 Q4	$12K	Buy	+275	New	+$12.2K	0.01%	582

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

Tyler-Stone Wealth Management's SPSM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2024, closing a stake of 493 shares — an estimated $20.5K sold.

Tyler-Stone Wealth Management first reported a position in SPSM in Q4 2021 and held it in 10 quarters. The position peaked at $21.2K in Q1 2024. 850 funds tracked by Wall St. Rank hold SPSM as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 493 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2024, an estimated $20.5K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $21.2K 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 Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.