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

Adero Partners’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	$300K	Buy	7,358 +174	+2%	+$7.67K	0.02%	175
2024 Q4	$323K	Hold	7,184	–	–	0.02%	167
2024 Q3	$327K	Hold	7,184	–	–	0.02%	158
2024 Q2	$298K	Hold	7,184	–	–	0.02%	160
2024 Q1	$309K	Hold	7,184	–	–	0.02%	154
2023 Q4	$303K	Hold	7,184	–	–	0.03%	147
2023 Q3	$265K	Sell	7,184 -385	-5%	-$15K	0.03%	149
2023 Q2	$294K	Hold	7,569	–	–	0.03%	134
2023 Q1	$286K	Hold	7,569	–	–	0.03%	125
2022 Q4	$280K	Hold	7,569	–	–	0.03%	132
2022 Q3	$275K	Buy	+7,569	New	+$286K	0.03%	125

Other funds holding SPSM

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Adero Partners's SPSM Position: Q1 2025 in Review

Adero Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.4% in Q1 2025, buying an estimated $7.67K and bringing the position to 7,358 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #175.

Adero Partners first reported a position in SPSM in Q3 2022 and has held it in 11 quarters since. The position peaked at $327K in Q3 2024. 891 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

Adero Partners held 7,358 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $300K as of Q1 2025.
Adero Partners bought 174 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $7.67K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #175 holding.
Adero Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and has held it in 11 quarters since.
Adero Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $327K in Q3 2024.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.