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

Binnacle Investments’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 		$13.9K Hold
300
– – 0.01% 364
2025
Q2 		$12.8K Hold
300
– – 0.01% 322
2025
Q1 		$12.2K Buy
+300
New +$13.2K 0.01% 288

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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

Binnacle Investments's SPSM Position: Q3 2025 in Review

Binnacle Investments held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2025 at 300 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #364.

Binnacle Investments first reported a position in SPSM in Q1 2025 and has held it in 3 quarters since. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Binnacle Investments held 300 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $13.9K as of Q3 2025.
  • Binnacle Investments left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #364 holding.
  • Binnacle Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.