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

Bellwether 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	-561	Closed	-$23.9K	–	509
2025 Q2	$23.9K	Hold	561	–	–	﹤0.01%	284
2025 Q1	$22.9K	Hold	561	–	–	﹤0.01%	266
2024 Q4	$25.2K	Buy	+561	New	+$26.1K	﹤0.01%	269
2023 Q2	–	Sell	-685	Closed	-$25.9K	–	390
2023 Q1	$25.9K	Sell	685 -115	-14%	-$4.49K	0.01%	229
2022 Q4	$29.6K	Sell	800 -221	-22%	-$8.28K	0.01%	221
2022 Q3	$34K	Sell	1,021 -716	-41%	-$27.1K	0.01%	189
2022 Q2	$62K	Hold	1,737	–	–	0.02%	155
2022 Q1	$73K	Hold	1,737	–	–	0.02%	172
2021 Q4	$77K	Hold	1,737	–	–	0.02%	167
2021 Q3	$73K	Sell	1,737 -266	-13%	-$11.4K	0.02%	184
2021 Q2	$88K	Hold	2,003	–	–	0.03%	156
2021 Q1	$84K	Hold	2,003	–	–	0.03%	143
2020 Q4	$71K	Buy	+2,003	New	+$64.2K	0.03%	145

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.55T AUM 33.47% 1-Year Est. Return

Bellwether Advisors's SPSM Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 561 shares — an estimated $23.9K sold.

Bellwether Advisors first reported a position in SPSM in Q4 2020 and held it in 13 quarters. The position peaked at $88K in Q2 2021. 899 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

Bellwether Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 561 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $23.9K.
Bellwether Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $88K in Q2 2021.
899 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.