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

Financial Gravity Companies’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 		$16.2M Buy
+380,771
New +$15.4M 3.18% 8
2024
Q4 		$13.9M Buy
309,318
+12,872
+4% +$599K 3.17% 7
2024
Q3 		$13.5M Buy
+296,446
New +$13M 3.61% 9

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

Financial Gravity Companies's SPSM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025: 380,771 shares worth $16.2M. The stake represents 3.18% of the portfolio and ranks #8 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPSM as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPSM in Q3 2024 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Financial Gravity Companies held 380,771 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.2M as of Q2 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.18% of Financial Gravity Companies's portfolio in Q2 2025, its #8 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.