Braun-Bostich & Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-6,051	Closed	-$272K	–	118
2024 Q4	$272K	Buy	6,051 +2	+0%	+$93	0.2%	83
2024 Q3	$275K	Sell	6,049 -2,033	-25%	-$89.3K	0.19%	88
2024 Q2	$336K	Sell	8,082 -27,847	-78%	-$1.16M	0.25%	71
2024 Q1	$1.55M	Sell	35,929 -50,095	-58%	-$2.07M	1.29%	18
2023 Q4	$3.63M	Sell	86,024 -2,280	-3%	-$85.9K	3.28%	9
2023 Q3	$3.26M	Buy	+88,304	New	+$3.44M	6.08%	7

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Braun-Bostich & Associates's SPSM Position: Q1 2025 in Review

Braun-Bostich & Associates sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 6,051 shares — an estimated $272K sold.

Braun-Bostich & Associates first reported a position in SPSM in Q3 2023 and held it in 6 quarters. The position peaked at $3.63M in Q4 2023. 891 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

Braun-Bostich & Associates reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Braun-Bostich & Associates sold 6,051 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $272K.
Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and held it in 6 quarters.
Braun-Bostich & Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.63M in Q4 2023.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Braun-Bostich & Associates's 13F filing for Q1 2025, filed 15 Apr 2025.