CJH
SPSM icon

Christopher J. Hasenberg’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Christopher J. Hasenberg’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 		$1.75K Hold
41
– – ﹤0.01% 201
2025
Q1 		$1.68K Hold
41
– – ﹤0.01% 181
2024
Q4 		$1.84K Hold
41
– – ﹤0.01% 166
2024
Q3 		$1.83K Hold
41
– – ﹤0.01% 156
2024
Q2 		$1.7K Hold
41
– – ﹤0.01% 126
2024
Q1 		$1.76K Buy
+41
New +$1.7K ﹤0.01% 103

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

Christopher J. Hasenberg's SPSM Position: Q2 2025 in Review

Christopher J. Hasenberg held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2025 at 41 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Christopher J. Hasenberg first reported a position in SPSM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.84K in Q4 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Christopher J. Hasenberg held 41 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.75K as of Q2 2025.
  • Christopher J. Hasenberg 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 Christopher J. Hasenberg's portfolio in Q2 2025, its #201 holding.
  • Christopher J. Hasenberg first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • Christopher J. Hasenberg's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.84K in Q4 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.