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

49 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
2025
Q3 		– Sell
-6,693
Closed -$285K – 207
2025
Q2 		$285K Sell
6,693
-107,121
-94% -$4.32M 0.03% 139
2025
Q1 		$4.64M Sell
113,814
-777,088
-87% -$34.2M 0.56% 29
2024
Q4 		$40M Buy
890,902
+184,865
+26% +$8.6M 5.7% 6
2024
Q3 		$32.1M Buy
+706,037
New +$31M 5.23% 6

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

49 Wealth Management's SPSM Position: Q3 2025 in Review

49 Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 6,693 shares — an estimated $285K sold.

49 Wealth Management first reported a position in SPSM in Q3 2024 and held it in 4 quarters. The position peaked at $40M in Q4 2024. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • 49 Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • 49 Wealth Management sold 6,693 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $285K.
  • 49 Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and held it in 4 quarters.
  • 49 Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $40M in Q4 2024.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on 49 Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.