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Bay Colony Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bay Colony Advisors’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 		– Sell
-8,737
Closed -$372K – 545
2025
Q2 		$372K Hold
8,737
– – 0.05% 301
2025
Q1 		$355K Hold
8,737
– – 0.05% 296
2024
Q4 		$392K Hold
8,737
– – 0.06% 279
2024
Q3 		$398K Hold
8,737
– – 0.06% 269
2024
Q2 		$363K Sell
8,737
-8,800
-50% -$367K 0.06% 260
2024
Q1 		$755K Sell
17,537
-438
-2% -$18.1K 0.13% 160
2023
Q4 		$758K Hold
17,975
– – 0.15% 152
2023
Q3 		$663K Hold
17,975
– – 0.16% 138
2023
Q2 		$698K Buy
+17,975
New +$668K 0.17% 128
2018
Q3 		– Sell
-279
Closed -$9K – 805
2018
Q2 		$9K Buy
+279
New +$8.79K 0.01% 674

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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