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

DHK Financial 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 		$2.57M Buy
60,367
+260
+0.4% +$10.5K 1.48% 12
2025
Q1 		$2.45M Buy
60,107
+220
+0.4% +$9.69K 1.34% 16
2024
Q4 		$2.69M Buy
59,887
+369
+0.6% +$17.2K 1.63% 11
2024
Q3 		$2.71M Buy
59,518
+259
+0.4% +$11.4K 1.66% 14
2024
Q2 		$2.46M Hold
59,259
– – 1.72% 11
2024
Q1 		$2.55M Buy
+59,259
New +$2.45M 1.81% 13

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.55T AUM 33.47% 1-Year Est. Return

DHK Financial Advisors's SPSM Position: Q2 2025 in Review

DHK Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.43% in Q2 2025, buying an estimated $10.5K and bringing the position to 60,367 shares worth $2.57M. The position accounts for 1.48% of the portfolio, ranked #12.

DHK Financial Advisors first reported a position in SPSM in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.71M in Q3 2024. 890 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • DHK Financial Advisors held 60,367 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.57M as of Q2 2025.
  • DHK Financial Advisors bought 260 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $10.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.48% of DHK Financial Advisors's portfolio in Q2 2025, its #12 holding.
  • DHK Financial Advisors 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.
  • DHK Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.71M in Q3 2024.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.