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

Castleview 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
-4,112
Closed -$185K – 507
2024
Q4 		$185K Buy
4,112
+272
+7% +$12.7K 0.1% 193
2024
Q3 		$175K Sell
3,840
-2,282
-37% -$100K 0.1% 186
2024
Q2 		$254K Buy
6,122
+1,081
+21% +$45K 0.14% 142
2024
Q1 		$217K Buy
5,041
+1,914
+61% +$79.1K 0.12% 171
2023
Q4 		$132K Sell
3,127
-587
-16% -$22.1K 0.09% 175
2023
Q3 		$137K Buy
3,714
+946
+34% +$36.8K 0.13% 141
2023
Q2 		$108K Sell
2,768
-331
-11% -$12.3K 0.1% 181
2023
Q1 		$117K Buy
3,099
+1,982
+177% +$77.4K 0.1% 163
2022
Q4 		$41.3K Sell
1,117
-1,771
-61% -$66.3K 0.04% 247
2022
Q3 		$98K Sell
2,888
-5,826
-67% -$221K 0.09% 169
2022
Q2 		$170K Sell
8,714
-1,858
-18% -$72.1K 0.13% 161
2022
Q1 		$444K Buy
+10,572
New +$445K 0.28% 75
2021
Q2 		$107K Buy
+2,446
New +$106K 0.05% 278

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Castleview Partners's SPSM Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 4,112 shares — an estimated $185K sold.

Castleview Partners first reported a position in SPSM in Q2 2021 and held it in 13 quarters. The position peaked at $444K in Q1 2022. 893 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Castleview 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.
  • Castleview Partners sold 4,112 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $185K.
  • Castleview Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $444K in Q1 2022.
  • 893 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.