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

Cyrus J. Lawrence’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
Q1 		– Sell
-1,947
Closed -$87K – 152
2024
Q4 		$87K Buy
+1,947
New +$90.6K 0.02% 91

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cyrus J. Lawrence's SPSM Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 1,947 shares — an estimated $87K sold.

Cyrus J. Lawrence first reported a position in SPSM in Q4 2024 and held it in 1 quarter. The position peaked at $87K in Q4 2024. 893 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Cyrus J. Lawrence reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Cyrus J. Lawrence sold 1,947 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $87K.
  • Cyrus J. Lawrence first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 1 quarter.
  • Cyrus J. Lawrence's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $87K in Q4 2024.
  • 893 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.