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

Financial Network Wealth 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
Q1 		$104K Buy
+2,566
New +$113K 0.04% 163

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Network Wealth Management's SPSM Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025: 2,566 shares worth $104K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings.

890 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Financial Network Wealth Management held 2,566 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $104K as of Q1 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Financial Network Wealth Management position in Q1 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Financial Network Wealth Management's portfolio in Q1 2025, its #163 holding.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.