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

Burt Wealth 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	$288K	Hold	6,213	–	–	0.07%	98
2025 Q2	$265K	Hold	6,213	–	–	0.06%	102
2025 Q1	$253K	Buy	6,213 +257	+4%	+$11.3K	0.06%	103
2024 Q4	$268K	Hold	5,956	–	–	0.07%	100
2024 Q3	$271K	Hold	5,956	–	–	0.07%	101
2024 Q2	$247K	Sell	5,956 -568	-9%	-$23.7K	0.07%	98
2024 Q1	$281K	Buy	6,524 +290	+5%	+$12K	0.07%	98
2023 Q4	$263K	Hold	6,234	–	–	0.08%	91
2023 Q3	$230K	Hold	6,234	–	–	0.07%	89
2023 Q2	$242K	Buy	+6,234	New	+$232K	0.07%	95

Other funds holding SPSM

LPL Financial San Diego, California $377B 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

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

Burt Wealth Advisors's SPSM Position: Q3 2025 in Review

Burt Wealth Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2025 at 6,213 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #98.

Burt Wealth Advisors first reported a position in SPSM in Q2 2023 and has held it in 10 quarters since. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

Burt Wealth Advisors held 6,213 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $288K as of Q3 2025.
Burt Wealth Advisors 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 0.07% of Burt Wealth Advisors's portfolio in Q3 2025, its #98 holding.
Burt Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 10 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 Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.