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Acorn Financial Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Acorn Financial Advisory Services’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
Q1 		– Sell
-4,845
Closed -$218K – 206
2024
Q4 		$218K Sell
4,845
-333
-6% -$15.5K 0.04% 192
2024
Q3 		$236K Sell
5,178
-905
-15% -$39.8K 0.04% 182
2024
Q2 		$253K Sell
6,083
-741
-11% -$30.9K 0.05% 174
2024
Q1 		$294K Sell
6,824
-2,985
-30% -$123K 0.06% 162
2023
Q4 		$410K Sell
9,809
-807
-8% -$30.4K 0.07% 163
2023
Q3 		$390K Sell
10,616
-724
-6% -$28.2K 0.07% 161
2023
Q2 		$440K Sell
11,340
-3
-0% -$111 0.08% 149
2023
Q1 		$428K Sell
11,343
-64
-0.6% -$2.5K 0.08% 142
2022
Q4 		$422K Sell
11,407
-6
-0.1% -$225 0.09% 126
2022
Q3 		$388K Sell
11,413
-1,332
-10% -$50.4K 0.09% 142
2022
Q2 		$458K Sell
12,745
-363
-3% -$14.1K 0.11% 126
2022
Q1 		$551K Hold
13,108
– – 0.11% 124
2021
Q4 		$586K Sell
13,108
-1,214
-8% -$54K 0.12% 121
2021
Q3 		$611K Sell
14,322
-213
-1% -$9.13K 0.19% 110
2021
Q2 		$639K Buy
14,535
+5,190
+56% +$225K 0.19% 123
2021
Q1 		$395K Sell
9,345
-3,187
-25% -$130K 0.14% 142
2020
Q4 		$449K Sell
12,532
-5,441
-30% -$174K 0.18% 132
2020
Q3 		$492K Sell
17,973
-7,887
-30% -$220K 0.26% 108
2020
Q2 		$688K Sell
25,860
-6,006
-19% -$148K 0.48% 68
2020
Q1 		$696K Buy
31,866
+12,546
+65% +$364K 0.69% 42
2019
Q4 		$630K Buy
+19,320
New +$603K 0.53% 64

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Acorn Financial Advisory Services's SPSM Position: Q1 2025 in Review

Acorn Financial Advisory Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 4,845 shares — an estimated $218K sold.

Acorn Financial Advisory Services first reported a position in SPSM in Q4 2019 and held it in 21 quarters. The position peaked at $696K in Q1 2020. 894 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Acorn Financial Advisory Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 4,845 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $218K.
  • Acorn Financial Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 21 quarters.
  • Acorn Financial Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $696K in Q1 2020.
  • 894 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.