Consolidated Portfolio Review Corp’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Consolidated Portfolio Review Corp’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	-4,978	Closed	-$203K	–	458
2025 Q1	$203K	Sell	4,978 -104	-2%	-$4.58K	0.03%	365
2024 Q4	$228K	Buy	+5,082	New	+$236K	0.04%	335
2024 Q2	–	Sell	-5,060	Closed	-$218K	–	313
2024 Q1	$218K	Buy	+5,060	New	+$209K	0.06%	248

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPSM Position: Q2 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 4,978 shares — an estimated $203K sold.

Consolidated Portfolio Review Corp first reported a position in SPSM in Q1 2024 and held it in 3 quarters. The position peaked at $228K in Q4 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 4,978 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $203K.
Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 3 quarters.
Consolidated Portfolio Review Corp's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $228K 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 Consolidated Portfolio Review Corp's 13F filing for Q2 2025, filed 18 Jul 2025.