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Financial Advocates Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-31,174
Closed -$1.33M – 531
2025
Q2 		$1.33M Sell
31,174
-27,339
-47% -$1.1M 0.11% 180
2025
Q1 		$2.38M Sell
58,513
-23,645
-29% -$1.04M 0.17% 145
2024
Q4 		$3.69M Buy
82,158
+2,525
+3% +$117K 0.21% 102
2024
Q3 		$3.63M Buy
79,633
+2,449
+3% +$108K 0.2% 108
2024
Q2 		$3.21M Sell
77,184
-145,141
-65% -$6.05M 0.2% 113
2024
Q1 		$9.57M Buy
222,325
+35,916
+19% +$1.48M 0.55% 34
2023
Q4 		$7.86M Buy
186,409
+48,423
+35% +$1.82M 0.51% 41
2023
Q3 		$5.09M Sell
137,986
-7,430
-5% -$289K 0.37% 71
2023
Q2 		$5.65M Buy
145,416
+84,993
+141% +$3.16M 0.4% 59
2023
Q1 		$2.28M Buy
60,423
+51,256
+559% +$2M 0.16% 145
2022
Q4 		$339K Buy
9,167
+3,142
+52% +$118K 0.03% 526
2022
Q3 		$205K Sell
6,025
-2,890
-32% -$109K 0.02% 681
2022
Q2 		$321K Sell
8,915
-7,667
-46% -$298K 0.03% 491
2022
Q1 		$698K Buy
16,582
+3,028
+22% +$127K 0.05% 371
2021
Q4 		$606K Buy
13,554
+8,168
+152% +$363K 0.04% 438
2021
Q3 		$229K Buy
+5,386
New +$231K 0.02% 670
2018
Q4 		– Sell
-191,691
Closed -$6.37M – 502
2018
Q3 		$6.37M Buy
+191,691
New +$6.38M 0.71% 26

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Financial Advocates Investment Management's SPSM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 31,174 shares — an estimated $1.33M sold.

Financial Advocates Investment Management first reported a position in SPSM in Q3 2018 and held it in 17 quarters. The position peaked at $9.57M in Q1 2024. 897 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 31,174 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $1.33M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and held it in 17 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $9.57M in Q1 2024.
  • 897 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.