Avantax Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Avantax Advisory Services’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	$5.73M	Sell	134,538 -6,132	-4%	-$247K	0.03%	412
2025 Q1	$5.73M	Sell	140,670 -906	-0.6%	-$39.9K	0.03%	379
2024 Q4	$6.36M	Sell	141,576 -2,659	-2%	-$124K	0.04%	329
2024 Q3	$6.56M	Buy	144,235 +1,125	+0.8%	+$49.4K	0.04%	327
2024 Q2	$5.94M	Sell	143,110 -426	-0.3%	-$17.8K	0.04%	326
2024 Q1	$6.18M	Buy	143,536 +8,025	+6%	+$332K	0.05%	257
2023 Q4	$5.72M	Sell	135,511 -7,970	-6%	-$300K	0.06%	253
2023 Q3	$5.29M	Buy	143,481 +20,278	+16%	+$790K	0.06%	244
2023 Q2	$4.79M	Buy	123,203 +110,599	+877%	+$4.11M	0.05%	263
2023 Q1	$476K	Buy	12,604 +2,373	+23%	+$92.6K	0.01%	936
2022 Q4	$378K	Buy	10,231 +1,018	+11%	+$38.1K	0.01%	995
2022 Q3	$314K	Buy	9,213 +3	+0%	+$114	﹤0.01%	982
2022 Q2	$331K	Buy	9,210 +25	+0.3%	+$970	0.01%	967
2022 Q1	$386K	Buy	9,185 +188	+2%	+$7.91K	0.01%	891
2021 Q4	$402K	Buy	8,997 +6	+0.1%	+$267	0.01%	839
2021 Q3	$383K	Buy	8,991 +55	+0.6%	+$2.36K	0.01%	818
2021 Q2	$391K	Sell	8,936 -98	-1%	-$4.26K	0.01%	791
2021 Q1	$382K	Buy	9,034 +450	+5%	+$18.3K	0.01%	707
2020 Q4	$306K	Sell	8,584 -4,666	-35%	-$149K	0.01%	716
2020 Q3	$362K	Buy	13,250 +4,562	+53%	+$127K	0.01%	942
2020 Q2	$230K	Buy	+8,688	New	+$213K	0.01%	732

Other funds holding SPSM

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Avantax Advisory Services's SPSM Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.4% in Q2 2025, selling an estimated $247K and leaving 134,538 shares worth $5.73M. The position accounts for 0.03% of the portfolio, ranked #412.

Avantax Advisory Services first reported a position in SPSM in Q2 2020 and has held it in 21 quarters since. The position peaked at $6.56M in Q3 2024. 889 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

Avantax Advisory Services held 134,538 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.73M as of Q2 2025.
Avantax Advisory Services sold 6,132 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $247K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #412 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 21 quarters since.
Avantax Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6.56M in Q3 2024.
889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.