GRP
SPSM icon

Global Retirement Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Global Retirement 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 		$11.7M Sell
249,324
-2,753
-1% -$128K 0.21% 92
2025
Q3 		$11.7M Sell
252,077
-23,618
-9% -$1.06M 0.26% 81
2025
Q2 		$11.7M Buy
+275,695
New +$11.1M 0.29% 73
2024
Q4 		$13.6M Buy
303,343
+20,970
+7% +$975K 0.39% 52
2024
Q3 		$12.9M Buy
282,373
+21,302
+8% +$936K 0.39% 49
2024
Q2 		$10.8M Buy
261,071
+14,565
+6% +$607K 0.34% 60
2024
Q1 		$10.6M Buy
246,506
+3,203
+1% +$132K 0.4% 51
2023
Q4 		$9.79M Buy
243,303
+35,294
+17% +$1.33M 0.41% 46
2023
Q3 		$7.46M Sell
208,009
-1,805
-0.9% -$70.3K 0.38% 55
2023
Q2 		$8.15M Buy
209,814
+16,044
+8% +$596K 0.4% 51
2023
Q1 		$6.98M Buy
193,770
+4,152
+2% +$162K 0.37% 52
2022
Q4 		$7.01M Buy
189,618
+40,260
+27% +$1.51M 0.48% 36
2022
Q3 		$5.7M Sell
149,358
-21,554
-13% -$816K 0.43% 43
2022
Q2 		$6.15M Buy
170,912
+21,088
+14% +$818K 0.49% 37
2022
Q1 		$5.62M Buy
+149,824
New +$6.31M 0.44% 44
2021
Q4 		– Sell
-793
Closed -$34K – 1578
2021
Q3 		$34K Sell
793
-241
-23% -$10.3K ﹤0.01% 1001
2021
Q2 		$45K Sell
1,034
-163
-14% -$7.08K ﹤0.01% 896
2021
Q1 		$51K Sell
1,197
-1,860
-61% -$75.8K 0.01% 792
2020
Q4 		$109K Buy
3,057
+2,384
+354% +$76.4K 0.01% 512
2020
Q3 		$18K Buy
673
+604
+875% +$16.8K ﹤0.01% 970
2020
Q2 		$2K Hold
69
– – ﹤0.01% 1490
2020
Q1 		$2K Buy
69
+23
+50% +$667 ﹤0.01% 1439
2019
Q4 		$2K Buy
+46
New +$1.44K ﹤0.01% 1488

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Global Retirement Partners's SPSM Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.1% in Q4 2025, selling an estimated $128K and leaving 249,324 shares worth $11.7M. The position accounts for 0.21% of the portfolio, ranked #92.

Global Retirement Partners first reported a position in SPSM in Q4 2019 and has held it in 23 quarters since. The position peaked at $13.6M in Q4 2024. 977 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • Global Retirement Partners held 249,324 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $11.7M as of Q4 2025.
  • Global Retirement Partners sold 2,753 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $128K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.21% of Global Retirement Partners's portfolio in Q4 2025, its #92 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Global Retirement Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $13.6M in Q4 2024.
  • 977 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.