Gilman Hill Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Gilman Hill Asset 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 Q3	–	Sell	-23,695	Closed	-$1.01M	–	244
2025 Q2	$1.01M	Hold	23,695	–	–	0.17%	110
2025 Q1	$966K	Hold	23,695	–	–	0.17%	109
2024 Q4	$1.06M	Buy	23,695 +5	+0%	+$233	0.19%	111
2024 Q3	$991K	Sell	23,690 -1	-0%	-$44	0.17%	110
2024 Q2	$984K	Hold	23,691	–	–	0.18%	103
2024 Q1	$1.02M	Buy	23,691 +1	+0%	+$41	0.18%	106
2023 Q4	$849K	Hold	23,690	–	–	0.16%	115
2023 Q3	$874K	Buy	+23,690	New	+$923K	0.17%	110

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gilman Hill Asset Management's SPSM Position: Q3 2025 in Review

Gilman Hill Asset Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 23,695 shares — an estimated $1.01M sold.

Gilman Hill Asset Management first reported a position in SPSM in Q3 2023 and held it in 8 quarters. The position peaked at $1.06M in Q4 2024. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

Gilman Hill Asset Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
Gilman Hill Asset Management sold 23,695 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $1.01M.
Gilman Hill Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and held it in 8 quarters.
Gilman Hill Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.06M in Q4 2024.
896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Gilman Hill Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.