Atomic Invest LLC’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Atomic Invest LLC’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 Q4	$62.8K	Buy	+1,324	New	+$61.7K	0.04%	76

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atomic Invest LLC's SPSM Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025: 1,324 shares worth $62.8K. The stake represents 0.04% of the portfolio and ranks #76 among its holdings.

986 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

Atomic Invest LLC held 1,324 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $62.8K as of Q4 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Atomic Invest LLC position in Q4 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Atomic Invest LLC's portfolio in Q4 2025, its #76 holding.
986 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.