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

Financial Counselors Inc’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
-142,817
Closed -$5.82M – 458
2025
Q1 		$5.82M Buy
142,817
+20,663
+17% +$910K 0.09% 182
2024
Q4 		$5.49M Buy
122,154
+16,153
+15% +$751K 0.08% 186
2024
Q3 		$4.82M Buy
106,001
+1,599
+2% +$70.2K 0.07% 200
2024
Q2 		$4.34M Sell
104,402
-9,423
-8% -$393K 0.07% 199
2024
Q1 		$4.9M Sell
113,825
-199
-0.2% -$8.23K 0.08% 188
2023
Q4 		$4.81M Buy
114,024
+2,229
+2% +$84K 0.09% 187
2023
Q3 		$4.13M Buy
111,795
+148
+0.1% +$5.76K 0.08% 189
2023
Q2 		$4.34M Buy
+111,647
New +$4.15M 0.09% 185
2022
Q4 		– Sell
-9,112
Closed -$310K – 513
2022
Q3 		$310K Hold
9,112
– – 0.01% 411
2022
Q2 		$328K Buy
9,112
+112
+1% +$4.35K 0.01% 413
2022
Q1 		$379K Hold
9,000
– – 0.01% 396
2021
Q4 		$402K Sell
9,000
-3,438
-28% -$153K 0.01% 384
2021
Q3 		$530K Hold
12,438
– – 0.01% 363
2021
Q2 		$547K Hold
12,438
– – 0.01% 364
2021
Q1 		$526K Hold
12,438
– – 0.01% 364
2020
Q4 		$445K Buy
+12,438
New +$398K 0.01% 379

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

Financial Counselors Inc's SPSM Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 142,817 shares — an estimated $5.82M sold.

Financial Counselors Inc first reported a position in SPSM in Q4 2020 and held it in 16 quarters. The position peaked at $5.82M in Q1 2025. 890 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Financial Counselors Inc reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 142,817 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $5.82M.
  • Financial Counselors Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 16 quarters.
  • Financial Counselors Inc's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.82M in Q1 2025.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.