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Capital A Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Capital A Wealth Management’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
Q2 		$16.3K Buy
386
+344
+819% +$13.9K 0.18% 155
2025
Q1 		$1.71K Buy
42
+20
+91% +$881 ﹤0.01% 484
2024
Q4 		$988 Buy
+22
New +$1.02K ﹤0.01% 563

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Capital A Wealth Management's SPSM Position: Q2 2025 in Review

Capital A Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 819% in Q2 2025, buying an estimated $13.9K and bringing the position to 386 shares worth $16.3K. The position accounts for 0.18% of the portfolio, ranked #155.

Capital A Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Capital A Wealth Management held 386 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.3K as of Q2 2025.
  • Capital A Wealth Management bought 344 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $13.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.18% of Capital A Wealth Management's portfolio in Q2 2025, its #155 holding.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.