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

Centricity 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 		$10.4K Hold
245
– – 0.01% 322
2025
Q1 		$9.99K Hold
245
– – 0.01% 317
2024
Q4 		$11K Buy
+245
New +$11.4K 0.01% 314

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.55T AUM 33.47% 1-Year Est. Return

Centricity Wealth Management's SPSM Position: Q2 2025 in Review

Centricity Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2025 at 245 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #322.

Centricity Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 3 quarters since. The position peaked at $11K in Q4 2024. 890 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Centricity Wealth Management held 245 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10.4K as of Q2 2025.
  • Centricity Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #322 holding.
  • Centricity 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.
  • Centricity Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11K in Q4 2024.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.