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

Atria Wealth Solutions’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
Q2 		$3.3M Sell
76,590
-6,636
-8% -$268K 0.07% 295
2025
Q1 		$3.39M Sell
83,226
-10,685
-11% -$471K 0.04% 454
2024
Q4 		$4.22M Buy
93,911
+11,826
+14% +$550K 0.05% 402
2024
Q3 		$3.74M Sell
82,085
-13,811
-14% -$607K 0.04% 423
2024
Q2 		$3.98M Sell
95,896
-4,354
-4% -$181K 0.04% 394
2024
Q1 		$4.31M Sell
100,250
-6,707
-6% -$277K 0.05% 381
2023
Q4 		$4.51M Buy
106,957
+7,152
+7% +$269K 0.06% 347
2023
Q3 		$3.68M Buy
99,805
+11,019
+12% +$429K 0.05% 372
2023
Q2 		$3.45M Buy
88,786
+27,686
+45% +$1.03M 0.05% 388
2023
Q1 		$2.31M Buy
61,100
+8,891
+17% +$347K 0.03% 499
2022
Q4 		$1.93M Buy
52,209
+6,875
+15% +$258K 0.03% 530
2022
Q3 		$1.54M Buy
45,334
+19,046
+72% +$721K 0.03% 572
2022
Q2 		$946K Buy
26,288
+17,809
+210% +$691K 0.02% 721
2022
Q1 		$357K Buy
+8,479
New +$357K 0.01% 1238

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's SPSM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8% in Q2 2025, selling an estimated $268K and leaving 76,590 shares worth $3.3M. The position accounts for 0.07% of the portfolio, ranked #295.

Atria Wealth Solutions first reported a position in SPSM in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.51M in Q4 2023. 890 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Atria Wealth Solutions held 76,590 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.3M as of Q2 2025.
  • Atria Wealth Solutions sold 6,636 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $268K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #295 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.51M in Q4 2023.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.