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Foster Dykema Cabot & Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Foster Dykema Cabot & Partners’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
-2,700
Closed -$125K – 414
2025
Q3 		$125K Buy
+2,700
New +$121K 0.01% 157

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 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Dykema Cabot & Partners's SPSM Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 2,700 shares — an estimated $125K sold.

Foster Dykema Cabot & Partners first reported a position in SPSM in Q3 2025 and held it in 1 quarter. The position peaked at $125K in Q3 2025. 986 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • Foster Dykema Cabot & Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 2,700 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $125K.
  • Foster Dykema Cabot & Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $125K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.