Citadel Advisors
SPSM icon

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

Citadel Advisors’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 		– Sell
-4,600
Closed -$187K – 15136
2025
Q1 		$187K Sell
4,600
-3,300
-42% -$145K ﹤0.01% 10542
2024
Q4 		$355K Buy
7,900
+3,300
+72% +$153K ﹤0.01% 9317
2024
Q3 		$209K Buy
4,600
+4,400
+2,200% +$193K ﹤0.01% 10051
2024
Q2 		$8.31K Sell
200
-1,300
-87% -$54.2K ﹤0.01% 13197
2024
Q1 		$64.6K Sell
1,500
-5,100
-77% -$211K ﹤0.01% 11920
2023
Q4 		$278K Buy
6,600
+1,000
+18% +$37.7K ﹤0.01% 9314
2023
Q3 		$207K Buy
5,600
+1,200
+27% +$46.7K ﹤0.01% 9846
2023
Q2 		$171K Buy
4,400
+3,700
+529% +$138K ﹤0.01% 10124
2023
Q1 		$26.4K Sell
700
-1,200
-63% -$46.9K ﹤0.01% 12846
2022
Q4 		$70.2K Buy
+1,900
New +$71.2K ﹤0.01% 11698
2022
Q1 		– Sell
-6,000
Closed -$268K – 14679
2021
Q4 		$268K Buy
6,000
+200
+3% +$8.89K ﹤0.01% 11174
2021
Q3 		$247K Buy
+5,800
New +$249K ﹤0.01% 11506

Other funds holding SPSM

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return