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

AllSquare 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	$16.5K	Hold	357	–	–	0.01%	338
2025 Q2	$15.2K	Hold	357	–	–	0.01%	344
2025 Q1	$14.6K	Hold	357	–	–	0.01%	342
2024 Q4	$16K	Hold	357	–	–	0.01%	329
2024 Q3	$16.2K	Hold	357	–	–	0.01%	332
2024 Q2	$14.8K	Hold	357	–	–	0.01%	335
2024 Q1	$15.4K	Hold	357	–	–	0.01%	337
2023 Q4	$15.1K	Hold	357	–	–	0.01%	330
2023 Q3	$13.2K	Hold	357	–	–	0.01%	344
2023 Q2	$13.1K	Buy	+357	New	+$13.3K	0.01%	349

Other funds holding SPSM

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

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

AllSquare Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2025 at 357 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #338.

AllSquare Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 10 quarters since. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

AllSquare Wealth Management held 357 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.5K as of Q3 2025.
AllSquare Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #338 holding.
AllSquare Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 10 quarters since.
896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.