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SPSM icon

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

AIFG Consultants’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
Q4 		$248K Sell
5,288
-944
-15% -$44K 0.43% 46
2025
Q3 		$289K Buy
6,232
+3
+0% +$135 0.51% 46
2025
Q2 		$265K Sell
6,229
-500
-7% -$20.2K 0.52% 46
2025
Q1 		$274K Buy
6,729
+7
+0.1% +$308 0.45% 46
2024
Q4 		$302K Sell
6,722
-725
-10% -$33.7K 0.49% 41
2024
Q3 		$339K Buy
7,447
+9
+0.1% +$395 0.26% 39
2024
Q2 		$309K Buy
7,438
+10
+0.1% +$417 0.23% 37
2024
Q1 		$320K Sell
7,428
-3,446
-32% -$142K 0.23% 32
2023
Q4 		$459K Sell
10,874
-127,540
-92% -$4.81M 0.35% 22
2023
Q3 		$5.11M Sell
138,414
-4,398
-3% -$171K 4.24% 11
2023
Q2 		$5.55M Buy
142,812
+3,478
+2% +$129K 4.45% 10
2023
Q1 		$5.26M Buy
139,334
+40,246
+41% +$1.57M 4.46% 10
2022
Q4 		$3.66M Buy
+99,088
New +$3.71M 3.57% 10

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AIFG Consultants's SPSM Position: Q4 2025 in Review

AIFG Consultants reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 15% in Q4 2025, selling an estimated $44K and leaving 5,288 shares worth $248K. The position accounts for 0.43% of the portfolio, ranked #46.

AIFG Consultants first reported a position in SPSM in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.55M in Q2 2023. 977 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • AIFG Consultants held 5,288 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $248K as of Q4 2025.
  • AIFG Consultants sold 944 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $44K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.43% of AIFG Consultants's portfolio in Q4 2025, its #46 holding.
  • AIFG Consultants first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • AIFG Consultants's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.55M in Q2 2023.
  • 977 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.