Ziegler Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Ziegler Capital 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	$584K	Buy	13,574 +23	+0.2%	+$951	0.02%	340
2023 Q4	$572K	Buy	13,551 +43	+0.3%	+$1.62K	0.03%	348
2023 Q3	$498K	Buy	13,508 +6,099	+82%	+$238K	0.02%	346
2023 Q2	$288K	Buy	+7,409	New	+$275K	0.01%	381

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

Ziegler Capital Management's SPSM Position: Q1 2024 in Review

Ziegler Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.17% in Q1 2024, buying an estimated $951 and bringing the position to 13,574 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #340.

Ziegler Capital Management first reported a position in SPSM in Q2 2023 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold SPSM as of Q1 2024.

Ziegler Capital Management held 13,574 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $584K as of Q1 2024.
Ziegler Capital Management bought 23 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2024, an estimated $951.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Ziegler Capital Management's portfolio in Q1 2024, its #340 holding.
Ziegler Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 4 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 Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.