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Cascade Financial Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Cascade Financial Partners’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
-5,814
Closed -$261K – 255
2024
Q4 		$261K Buy
5,814
+5
+0.1% +$233 0.03% 207
2024
Q3 		$261K Buy
5,809
+4
+0.1% +$176 0.03% 202
2024
Q2 		$241K Buy
5,805
+4
+0.1% +$167 0.03% 203
2024
Q1 		$236K Buy
+5,801
New +$240K 0.03% 203

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cascade Financial Partners's SPSM Position: Q1 2025 in Review

Cascade Financial Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 5,814 shares — an estimated $261K sold.

Cascade Financial Partners first reported a position in SPSM in Q1 2024 and held it in 4 quarters. The position peaked at $261K in Q4 2024. 890 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Cascade Financial Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 5,814 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $261K.
  • Cascade Financial Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 4 quarters.
  • Cascade Financial Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $261K in Q4 2024.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Cascade Financial Partners's 13F filing for Q1 2025, filed 13 May 2025.