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

Bristlecone 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
-157
Closed -$6.69K – 301
2025
Q2 		$6.69K Hold
157
– – ﹤0.01% 285
2025
Q1 		$6.4K Hold
157
– – ﹤0.01% 361
2024
Q4 		$7.05K Hold
157
– – ﹤0.01% 352
2024
Q3 		$7.15K Buy
+157
New +$6.9K ﹤0.01% 355

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

Bristlecone Advisors's SPSM Position: Q3 2025 in Review

Bristlecone Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 157 shares — an estimated $6.69K sold.

Bristlecone Advisors first reported a position in SPSM in Q3 2024 and held it in 4 quarters. The position peaked at $7.15K in Q3 2024. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Bristlecone 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.
  • Bristlecone Advisors sold 157 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $6.69K.
  • Bristlecone Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and held it in 4 quarters.
  • Bristlecone Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.15K in Q3 2024.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.