Alpha Cubed Investments’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Alpha Cubed Investments’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	$210K	Buy	+4,489	New	+$209K	0.01%	276
2018 Q4	–	Sell	-80,654	Closed	-$2.44M	–	301
2018 Q3	$2.44M	Buy	+80,654	New	+$2.69M	0.28%	70

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Alpha Cubed Investments's SPSM Position: Q4 2025 in Review

Alpha Cubed Investments opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025: 4,489 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings. This is a return to the name: Alpha Cubed Investments previously reported a position in SPSM as recently as Q3 2018.

Alpha Cubed Investments first reported a position in SPSM in Q3 2018 and has held it in 2 quarters since. The position peaked at $2.44M in Q3 2018. 984 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

Alpha Cubed Investments held 4,489 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $210K as of Q4 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Alpha Cubed Investments position in Q4 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #276 holding.
Alpha Cubed Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 2 quarters since.
Alpha Cubed Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.44M in Q3 2018.
984 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.