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Aveo Capital Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-29,452
Closed -$1.32M – 311
2024
Q4 		$1.32M Sell
29,452
-1,562
-5% -$72.7K 0.14% 110
2024
Q3 		$1.41M Sell
31,014
-2,301
-7% -$101K 0.15% 110
2024
Q2 		$1.38M Sell
33,315
-3,157
-9% -$132K 0.16% 106
2024
Q1 		$1.52M Buy
36,472
+537
+1% +$22.2K 0.17% 110
2023
Q4 		$1.52M Sell
35,935
-6,461
-15% -$243K 0.18% 100
2023
Q3 		$1.56M Buy
42,396
+18,073
+74% +$704K 0.21% 97
2023
Q2 		$945K Sell
24,323
-7,455
-23% -$277K 0.12% 137
2023
Q1 		$1.2M Buy
31,778
+16,121
+103% +$629K 0.16% 103
2022
Q4 		$579K Sell
15,657
-10,017
-39% -$375K 0.09% 167
2022
Q3 		$874K Sell
25,674
-14,516
-36% -$549K 0.15% 109
2022
Q2 		$1.45M Buy
40,190
+12,831
+47% +$498K 0.24% 91
2022
Q1 		$1.15M Sell
27,359
-1,465
-5% -$61.7K 0.2% 99
2021
Q4 		$1.29M Sell
28,824
-7,074
-20% -$314K 0.23% 91
2021
Q3 		$1.53M Buy
35,898
+8,502
+31% +$364K 0.32% 73
2021
Q2 		$1.2M Sell
27,396
-1,890
-6% -$82.1K 0.27% 83
2021
Q1 		$1.24M Buy
+29,286
New +$1.19M 0.31% 69
2020
Q4 		– Sell
-12,532
Closed -$343K – 158
2020
Q3 		$343K Buy
+12,532
New +$349K 0.12% 141
2020
Q2 		– Sell
-18,012
Closed -$393K – 137
2020
Q1 		$393K Buy
18,012
+3,125
+21% +$90.6K 0.19% 102
2019
Q4 		$486K Buy
14,887
+250
+2% +$7.8K 0.19% 111
2019
Q3 		$460K Buy
14,637
+3,220
+28% +$97.1K 0.19% 102
2019
Q2 		$355K Buy
11,417
+4,610
+68% +$140K 0.15% 117
2019
Q1 		$206K Sell
6,807
-7,902
-54% -$235K 0.1% 157
2018
Q4 		$388K Buy
14,709
+2,059
+16% +$60.7K 0.19% 77
2018
Q3 		$382K Buy
12,650
+6,089
+93% +$203K 0.17% 85
2018
Q2 		$212K Buy
+6,561
New +$207K 0.09% 132
2018
Q1 		– Sell
-6,651
Closed -$201K – 156
2017
Q4 		$201K Buy
+6,651
New +$197K 0.07% 136

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aveo Capital Partners's SPSM Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 29,452 shares — an estimated $1.32M sold.

Aveo Capital Partners first reported a position in SPSM in Q4 2017 and held it in 26 quarters. The position peaked at $1.56M in Q3 2023. 891 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Aveo Capital Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 29,452 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $1.32M.
  • Aveo Capital Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and held it in 26 quarters.
  • Aveo Capital Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.56M in Q3 2023.
  • 891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.