Financial Engines Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $999M | Sell |
20,673,325
-454,124
| -2% | -$22.5M | 2.03% | 18 |
|
|
2025
Q4 | $990M | Sell |
21,127,449
-1,873,289
| -8% | -$87.4M | 1.88% | 20 |
|
|
2025
Q3 | $1.07B | Sell |
23,000,738
-831,365
| -3% | -$37.3M | 2.03% | 20 |
|
|
2025
Q2 | $1.02B | Buy |
23,832,103
+1,274,148
| +6% | +$51.4M | 2.03% | 21 |
|
|
2025
Q1 | $919M | Buy |
22,557,955
+439,026
| +2% | +$19.3M | 1.97% | 20 |
|
|
2024
Q4 | $994M | Sell |
22,118,929
-83,106
| -0.4% | -$3.87M | 2.09% | 19 |
|
|
2024
Q3 | $1.01B | Buy |
22,202,035
+180,181
| +0.8% | +$7.92M | 2.11% | 19 |
|
|
2024
Q2 | $915M | Buy |
22,021,854
+451,318
| +2% | +$18.8M | 2.03% | 19 |
|
|
2024
Q1 | $928M | Buy |
21,570,536
+473,774
| +2% | +$19.6M | 2.09% | 18 |
|
|
2023
Q4 | $890M | Buy |
21,096,762
+479,446
| +2% | +$18.1M | 2.1% | 18 |
|
|
2023
Q3 | $761M | Buy |
20,617,316
+893,257
| +5% | +$34.8M | 2% | 18 |
|
|
2023
Q2 | $766M | Buy |
19,724,059
+1,394,841
| +8% | +$51.8M | 1.94% | 19 |
|
|
2023
Q1 | $692M | Buy |
18,329,218
+1,152,169
| +7% | +$45M | 1.84% | 19 |
|
|
2022
Q4 | $635M | Buy |
17,177,049
+3,617,472
| +27% | +$135M | 1.82% | 20 |
|
|
2022
Q3 | $462M | Sell |
13,559,577
-529,768
| -4% | -$20.1M | 1.51% | 23 |
|
|
2022
Q2 | $507M | Buy |
14,089,345
+1,578,082
| +13% | +$61.2M | 1.54% | 22 |
|
|
2022
Q1 | $526M | Buy |
12,511,263
+858,662
| +7% | +$36.1M | 1.41% | 24 |
|
|
2021
Q4 | $521M | Buy |
11,652,601
+2,205,126
| +23% | +$98M | 1.38% | 24 |
|
|
2021
Q3 | $402M | Sell |
9,447,475
-609,283
| -6% | -$26.1M | 1.19% | 25 |
|
|
2021
Q2 | $442M | Buy |
10,056,758
+382,216
| +4% | +$16.6M | 1.28% | 24 |
|
|
2021
Q1 | $409M | Sell |
9,674,542
-1,162,892
| -11% | -$47.4M | 1.28% | 24 |
|
|
2020
Q4 | $388M | Buy |
10,837,434
+573,886
| +6% | +$18.4M | 1.32% | 22 |
|
|
2020
Q3 | $281M | Buy |
10,263,548
+759,071
| +8% | +$21.2M | 1.12% | 22 |
|
|
2020
Q2 | $253M | Buy |
9,504,477
+8,535,458
| +881% | +$210M | 1.1% | 20 |
|
|
2020
Q1 | $21.2M | Buy |
969,019
+866,193
| +842% | +$25.1M | 0.11% | 44 |
|
|
2019
Q4 | $3.35M | Buy |
+102,826
| New | +$3.21M | 0.02% | 68 |
|
Other funds holding SPSM
VA
CCWA
