Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BA
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
–
510
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
–
408
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
$376B AUM
19.32%
1-Year Est. Return
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
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
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close