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SPSM icon

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

Fortitude Financial’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
Q4 		– Sell
-203,794
Closed -$8.72M – 57
2025
Q3 		$8.72M Sell
203,794
-4,082
-2% -$183K 7.17% 5
2025
Q2 		$8.42M Buy
+207,876
New +$8.38M 7.48% 5

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fortitude Financial's SPSM Position: Q4 2025 in Review

Fortitude Financial sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 203,794 shares — an estimated $8.72M sold.

Fortitude Financial first reported a position in SPSM in Q2 2025 and held it in 2 quarters. The position peaked at $8.72M in Q3 2025. 984 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • Fortitude Financial reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Fortitude Financial sold 203,794 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $8.72M.
  • Fortitude Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and held it in 2 quarters.
  • Fortitude Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $8.72M in Q3 2025.
  • 984 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Fortitude Financial's 13F filing for Q4 2025, filed 27 Jan 2026.