Wilbanks Smith & Thomas Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	$797K	Buy	18,514 +316	+2%	+$13.1K	0.02%	266
2023 Q4	$768K	Buy	18,198 +2,235	+14%	+$84.2K	0.02%	264
2023 Q3	$589K	Buy	15,963 +862	+6%	+$33.6K	0.02%	291
2023 Q2	$587K	Buy	15,101 +9,084	+151%	+$338K	0.02%	288
2023 Q1	$227K	Hold	6,017	–	–	0.01%	463
2022 Q4	$222K	Hold	6,017	–	–	0.01%	454
2022 Q3	$205K	Hold	6,017	–	–	0.01%	443
2022 Q2	$216K	Hold	6,017	–	–	0.01%	446
2022 Q1	$238K	Hold	6,017	–	–	0.01%	441
2021 Q4	$269K	Hold	6,017	–	–	0.01%	441
2021 Q3	$256K	Buy	+6,017	New	+$258K	0.01%	430

Other funds holding SPSM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SPSM Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.7% in Q1 2024, buying an estimated $13.1K and bringing the position to 18,514 shares worth $797K. The position accounts for 0.02% of the portfolio, ranked #266.

Wilbanks Smith & Thomas Asset Management first reported a position in SPSM in Q3 2021 and has held it in 11 quarters since. 773 funds tracked by Wall St. Rank hold SPSM as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 18,514 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $797K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 316 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2024, an estimated $13.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #266 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and has held it in 11 quarters since.
773 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.