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

Financial Freedom 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
2026
Q1 		$6.72K Sell
139
-92
-40% -$4.55K ﹤0.01% 342
2025
Q4 		$10.8K Hold
231
– – 0.01% 263
2025
Q3 		$10.7K Hold
231
– – 0.01% 269
2025
Q2 		$9.84K Hold
231
– – 0.01% 272
2025
Q1 		$9.42K Hold
231
– – 0.01% 281
2024
Q4 		$10.4K Hold
231
– – 0.01% 270
2024
Q3 		$10.5K Hold
231
– – 0.01% 269
2024
Q2 		$9.59K Hold
231
– – 0.01% 275
2024
Q1 		$9.94K Hold
231
– – 0.01% 272
2023
Q4 		$9.74K Sell
231
-198
-46% -$7.46K 0.01% 269
2023
Q3 		$15.8K Hold
429
– – 0.01% 241
2023
Q2 		$16.7K Buy
+429
New +$15.9K 0.01% 235

Other funds holding SPSM

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return