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

Angeles 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 Q4	–	Sell	-5,543	Closed	-$257K	–	487
2025 Q3	$257K	Hold	5,543	–	–	0.02%	285
2025 Q2	$236K	Sell	5,543 -260	-4%	-$10.5K	0.02%	298
2025 Q1	$237K	Buy	5,803 +197	+4%	+$8.68K	0.02%	260
2024 Q4	$252K	Buy	5,606 +247	+5%	+$11.5K	0.02%	249
2024 Q3	$244K	Hold	5,359	–	–	0.02%	236
2024 Q2	$223K	Hold	5,359	–	–	0.02%	218
2024 Q1	$231K	Hold	5,359	–	–	0.02%	199
2023 Q4	$226K	Buy	5,359 +260	+5%	+$9.8K	0.03%	185
2023 Q3	$188K	Hold	5,099	–	–	0.03%	170
2023 Q2	$198K	Hold	5,099	–	–	0.03%	179
2023 Q1	$193K	Hold	5,099	–	–	0.03%	172
2022 Q4	$189K	Hold	5,099	–	–	0.03%	173
2022 Q3	$174K	Hold	5,099	–	–	0.03%	169
2022 Q2	$183K	Buy	+5,099	New	+$198K	0.04%	163

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 22.9% 1-Year Est. Return

CCWA

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

Angeles Wealth Management's SPSM Position: Q4 2025 in Review

Angeles Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 5,543 shares — an estimated $257K sold.

Angeles Wealth Management first reported a position in SPSM in Q2 2022 and held it in 14 quarters. The position peaked at $257K in Q3 2025. 986 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

Angeles Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
Angeles Wealth Management sold 5,543 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $257K.
Angeles Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and held it in 14 quarters.
Angeles Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $257K in Q3 2025.
986 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.