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ACAS LLC’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

ACAS LLC’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 		$424K Buy
9,316
+613
+7% +$24.7K 0.28% 63
2025
Q1 		$342K Sell
8,703
-267
-3% -$11.8K 0.26% 63
2024
Q4 		$418K Buy
8,970
+2,420
+37% +$113K 0.31% 59
2024
Q3 		$298K Buy
6,550
+250
+4% +$11K 0.25% 64
2024
Q2 		$290K Buy
+6,300
New +$263K 0.25% 63

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

ACAS LLC's SPSM Position: Q2 2025 in Review

ACAS LLC increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7% in Q2 2025, buying an estimated $24.7K and bringing the position to 9,316 shares worth $424K. The position accounts for 0.28% of the portfolio, ranked #63.

ACAS LLC first reported a position in SPSM in Q2 2024 and has held it in 5 quarters since. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • ACAS LLC held 9,316 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $424K as of Q2 2025.
  • ACAS LLC bought 613 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $24.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.28% of ACAS LLC's portfolio in Q2 2025, its #63 holding.
  • ACAS LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 5 quarters since.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.