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

Abbot Financial 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
Q2 		– Sell
-17,531
Closed -$715K – 133
2025
Q1 		$715K Buy
17,531
+5
+0% +$220 0.37% 76
2024
Q4 		$787K Buy
17,526
+84
+0.5% +$3.91K 0.39% 69
2024
Q3 		$794K Buy
17,442
+260
+2% +$11.4K 0.4% 67
2024
Q2 		$714K Buy
17,182
+5
+0% +$208 0.38% 72
2024
Q1 		$739K Buy
17,177
+29
+0.2% +$1.2K 0.41% 70
2023
Q4 		$723K Buy
17,148
+18
+0.1% +$678 0.44% 66
2023
Q3 		$632K Buy
17,130
+10,500
+158% +$409K 0.43% 67
2023
Q2 		$257K Sell
6,630
-107
-2% -$3.98K 0.17% 101
2023
Q1 		$254K Buy
6,737
+4
+0.1% +$156 0.17% 104
2022
Q4 		$249K Buy
+6,733
New +$252K 0.17% 103

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Abbot Financial Management's SPSM Position: Q2 2025 in Review

Abbot Financial Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 17,531 shares — an estimated $715K sold.

Abbot Financial Management first reported a position in SPSM in Q4 2022 and held it in 10 quarters. The position peaked at $794K in Q3 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Abbot Financial Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Abbot Financial Management sold 17,531 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $715K.
  • Abbot Financial Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 10 quarters.
  • Abbot Financial Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $794K in Q3 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Abbot Financial Management's 13F filing for Q2 2025, filed 14 Aug 2025.