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

Barnes Wealth Management Group’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 		– Sell
-5,080
Closed -$207K – 174
2025
Q1 		$207K Sell
5,080
-10,030
-66% -$442K 0.13% 154
2024
Q4 		$679K Buy
+15,110
New +$703K 0.46% 56

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
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barnes Wealth Management Group's SPSM Position: Q2 2025 in Review

Barnes Wealth Management Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 5,080 shares — an estimated $207K sold.

Barnes Wealth Management Group first reported a position in SPSM in Q4 2024 and held it in 2 quarters. The position peaked at $679K in Q4 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Barnes Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Barnes Wealth Management Group sold 5,080 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $207K.
  • Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 2 quarters.
  • Barnes Wealth Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $679K in Q4 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Barnes Wealth Management Group's 13F filing for Q2 2025, filed 27 Aug 2025.