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Your Advocates Ltd’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Your Advocates Ltd’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
Q4 		– Sell
-1
Closed -$46 – 234
2024
Q3 		$46 Hold
1
– – ﹤0.01% 223
2024
Q2 		$42 Hold
1
– – ﹤0.01% 231
2024
Q1 		$43 Hold
1
– – ﹤0.01% 226
2023
Q4 		$42 Hold
1
– – ﹤0.01% 227
2023
Q3 		$37 Hold
1
– – ﹤0.01% 288
2023
Q2 		$39 Hold
1
– – ﹤0.01% 275
2023
Q1 		$38 Sell
1
-3,531
-100% -$138K ﹤0.01% 239
2022
Q4 		$131K Buy
3,532
+350
+11% +$13.1K 0.08% 34
2022
Q3 		$108K Buy
3,182
+442
+16% +$16.7K 0.06% 34
2022
Q2 		$99K Sell
2,740
-1,797
-40% -$69.7K 0.06% 35
2022
Q1 		$191K Sell
4,537
-7
-0.2% -$295 0.11% 29
2021
Q4 		$203K Buy
4,544
+130
+3% +$5.78K 0.11% 27
2021
Q3 		$188K Buy
4,414
+107
+2% +$4.58K 0.12% 24
2021
Q2 		$189K Sell
4,307
-1,855
-30% -$80.6K 0.12% 28
2021
Q1 		$260K Sell
6,162
-3,417
-36% -$139K 0.19% 19
2020
Q4 		$343K Sell
9,579
-110
-1% -$3.52K 0.25% 20
2020
Q3 		$265K Buy
9,689
+6,342
+189% +$177K 0.21% 18
2020
Q2 		$90K Sell
3,347
-1,636
-33% -$40.2K 0.06% 30
2020
Q1 		$109K Buy
+4,983
New +$144K 0.09% 26

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Your Advocates Ltd's SPSM Position: Q4 2024 in Review

Your Advocates Ltd sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2024, closing a stake of 1 share — an estimated $46 sold.

Your Advocates Ltd first reported a position in SPSM in Q1 2020 and held it in 19 quarters. The position peaked at $343K in Q4 2020. 928 funds tracked by Wall St. Rank hold SPSM as of Q4 2024.

  • Your Advocates Ltd reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q4 2024, an estimated $46.
  • Your Advocates Ltd first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and held it in 19 quarters.
  • Your Advocates Ltd's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $343K in Q4 2020.
  • 928 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.