Dakota Wealth Management

Position in SPSM — State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF

CIK 1631353 PALM BEACH GARDENS, FL

All Filings in SPSM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SPSM	$66,849,270	1,383,470	+8.2%	Shares	Sole	2026-05-07
2025-12-31 SPSM	$59,906,386	1,278,412	+4.3%	Shares	Sole	2026-01-13
2025-09-30 SPSM	$56,793,137	1,226,104	+9.7%	Shares	Sole	2025-11-10
2025-06-30 SPSM	$47,628,717	1,118,045	+25.3%	Shares	Sole	2025-07-16
2025-03-31 SPSM	$36,360,895	892,073	+10.2%	Shares	Sole	2025-05-02
2024-12-31 SPSM	$36,352,722	809,277	+14.1%	Shares	Sole	2025-01-17
2024-09-30 SPSM	$32,267,318	709,016	+20.3%	Shares	Sole	2024-10-23
2024-06-30 SPSM	$24,468,936	589,187	+12.6%	Shares	Sole	2024-07-22
2024-03-31 SPSM	$22,523,821	523,323	+16.3%	Shares	Sole	2024-04-24
2023-12-31 SPSM	$18,981,379	450,009	+19.1%	Shares	Sole	2024-01-30
2023-09-30 SPSM	$13,943,439	377,871	-4.3%	Shares	Sole	2023-10-24
2023-06-30 SPSM	$15,338,770	394,922	+5.5%	Shares	Sole	2023-07-31
2023-03-31 SPSM	$14,143,089	374,453	+24.1%	Shares	Sole	2023-04-14
2022-12-31 SPSM	$11,155,105	301,734	+84.9%	Shares	Sole	2023-02-08
2022-09-30 SPSM	$5,557,876	163,179	+287.3%	Shares	Sole	2022-11-10
2022-06-30 SPSM	$1,515,837	42,130	+36.1%	Shares	Sole	2022-08-05
2022-03-31 SPSM	$1,302,486	30,960	+37.8%	Shares	Other	2022-05-13
2021-12-31 SPSM	$1,004,183	22,470	+31.5%	Shares	Sole	2022-02-10
2021-09-30 SPSM	$727,693	17,082	+103.8%	Shares	Other	2021-11-15
2021-06-30 SPSM	$368,305	8,382	+7.2%	Shares	Sole	2021-08-02
2021-03-31 SPSM	$330,382	7,816	-15.8%	Shares	Sole	2021-05-10
2020-12-31 SPSM	$332,224	9,280	-2.3%	Shares	Sole	2021-02-12
2020-09-30 SPSM	$259,973	9,495	-27.8%	Shares	Sole	2020-11-04
2020-06-30 SPSM	$349,634	13,159	-2.3%	Shares	Sole	2020-08-07
2020-03-31 SPSM	$294,075	13,465	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.