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

Congress 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 		$25.4M Sell
596,772
-517,429
-46% -$20.9M 0.25% 96
2025
Q1 		$45.4M Sell
1,114,201
-647,185
-37% -$28.5M 0.54% 33
2024
Q4 		$79.1M Sell
1,761,386
-32,811
-2% -$1.53M 1.09% 11
2024
Q3 		$81.7M Sell
1,794,197
-38,686
-2% -$1.7M 1.09% 12
2024
Q2 		$76.1M Sell
1,832,883
-28,523
-2% -$1.19M 1.21% 14
2024
Q1 		$80.1M Buy
1,861,406
+3,508
+0.2% +$145K 1.38% 11
2023
Q4 		$78.4M Buy
1,857,898
+7,277
+0.4% +$274K 1.44% 11
2023
Q3 		$68.3M Buy
1,850,621
+285,572
+18% +$11.1M 1.41% 10
2023
Q2 		$60.8M Buy
1,565,049
+55,796
+4% +$2.07M 1.41% 14
2023
Q1 		$57M Buy
1,509,253
+730,079
+94% +$28.5M 1.37% 14
2022
Q4 		$28.8M Buy
779,174
+658,470
+546% +$24.7M 0.74% 24
2022
Q3 		$4.11M Buy
120,704
+366
+0.3% +$13.9K 0.11% 195
2022
Q2 		$4.33M Sell
120,338
-585,605
-83% -$22.7M 0.11% 199
2022
Q1 		$29.7M Sell
705,943
-73,864
-9% -$3.11M 0.65% 31
2021
Q4 		$34.9M Buy
+779,807
New +$34.7M 0.69% 30

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

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

Congress Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 46% in Q2 2025, selling an estimated $20.9M and leaving 596,772 shares worth $25.4M. The position accounts for 0.25% of the portfolio, ranked #96.

Congress Wealth Management first reported a position in SPSM in Q4 2021 and has held it in 15 quarters since. The position peaked at $81.7M in Q3 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Congress Wealth Management held 596,772 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $25.4M as of Q2 2025.
  • Congress Wealth Management sold 517,429 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $20.9M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.25% of Congress Wealth Management's portfolio in Q2 2025, its #96 holding.
  • Congress Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $81.7M in Q3 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 Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.