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

Accredited 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 		$37.1K Sell
263
-537
-67% -$24.1K 0.03% 157
2025
Q2 		$34.1K Sell
800
-100
-11% -$4.03K 0.03% 166
2025
Q1 		$36.7K Hold
900
– – 0.03% 142
2024
Q4 		$40.4K Buy
+900
New +$41.9K 0.04% 150

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

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

Accredited Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 67% in Q3 2025, selling an estimated $24.1K and leaving 263 shares worth $37.1K. The position accounts for 0.03% of the portfolio, ranked #157.

Accredited Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 4 quarters since. The position peaked at $40.4K in Q4 2024. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Accredited Wealth Management held 263 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $37.1K as of Q3 2025.
  • Accredited Wealth Management sold 537 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $24.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Accredited Wealth Management's portfolio in Q3 2025, its #157 holding.
  • Accredited Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $40.4K 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 Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.