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

Apexium Financial’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 		$1.68M Buy
36,248
+7,279
+25% +$326K 0.08% 96
2025
Q2 		$1.23M Buy
28,969
+14,752
+104% +$595K 0.07% 112
2025
Q1 		$579K Buy
+14,217
New +$626K 0.03% 159
2020
Q1 		– Sell
-7,107
Closed -$232K – 78
2019
Q4 		$232K Buy
+7,107
New +$222K 0.3% 59

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apexium Financial's SPSM Position: Q3 2025 in Review

Apexium Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 25% in Q3 2025, buying an estimated $326K and bringing the position to 36,248 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #96.

Apexium Financial first reported a position in SPSM in Q4 2019 and has held it in 4 quarters since. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Apexium Financial held 36,248 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.68M as of Q3 2025.
  • Apexium Financial bought 7,279 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $326K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Apexium Financial's portfolio in Q3 2025, its #96 holding.
  • Apexium Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 4 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 Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.