EFG
SPSM icon

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

Ehrlich Financial Group’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
-7,861
Closed -$320K – 120
2025
Q1 		$320K Sell
7,861
-6,793
-46% -$299K 0.23% 80
2024
Q4 		$658K Buy
14,654
+875
+6% +$40.7K 0.47% 46
2024
Q3 		$627K Buy
13,779
+2
+0% +$88 0.45% 48
2024
Q2 		$572K Sell
13,777
-1,588
-10% -$66.2K 0.45% 44
2024
Q1 		$661K Buy
15,365
+935
+6% +$38.7K 0.56% 38
2023
Q4 		$609K Buy
+14,430
New +$544K 0.61% 46

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

Ehrlich Financial Group's SPSM Position: Q2 2025 in Review

Ehrlich Financial Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 7,861 shares — an estimated $320K sold.

Ehrlich Financial Group first reported a position in SPSM in Q4 2023 and held it in 6 quarters. The position peaked at $661K in Q1 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Ehrlich Financial Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 7,861 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $320K.
  • Ehrlich Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 6 quarters.
  • Ehrlich Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $661K in Q1 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 Ehrlich Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.