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

Abich Financial 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	$7.07M	Buy	+152,621	New	+$6.84M	2.52%	10
2024 Q3	$1.79M	Sell	39,403 -71,542	-64%	-$3.14M	4.03%	8
2024 Q2	$4.61M	Sell	110,945 -28,569	-20%	-$1.19M	3.13%	7
2024 Q1	$6M	Buy	139,514 +47,058	+51%	+$1.95M	4.64%	9
2023 Q4	$3.9M	Buy	+92,456	New	+$3.48M	3.72%	8

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abich Financial Wealth Management's SPSM Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025: 152,621 shares worth $7.07M. The stake represents 2.52% of the portfolio and ranks #10 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SPSM as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 5 quarters since. 897 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

Abich Financial Wealth Management held 152,621 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.07M as of Q3 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.52% of Abich Financial Wealth Management's portfolio in Q3 2025, its #10 holding.
Abich Financial Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 5 quarters since.
897 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.