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Good Life Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Good Life Advisors’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
Q2 		$26.4M Buy
619,262
+36,974
+6% +$1.49M 1.65% 11
2025
Q1 		$23.7M Buy
582,288
+27,822
+5% +$1.23M 1.67% 10
2024
Q4 		$24.9M Sell
554,466
-29,656
-5% -$1.38M 1.81% 10
2024
Q3 		$26.6M Buy
584,122
+39,876
+7% +$1.75M 1.64% 13
2024
Q2 		$22.6M Buy
544,246
+61,948
+13% +$2.58M 1.86% 9
2024
Q1 		$20.8M Sell
482,298
-7,536
-2% -$312K 1.84% 11
2023
Q4 		$20.7M Sell
489,834
-38,294
-7% -$1.44M 2.04% 12
2023
Q3 		$19.5M Buy
528,128
+14,071
+3% +$548K 2.23% 9
2023
Q2 		$20M Buy
514,057
+10,012
+2% +$372K 2.25% 8
2023
Q1 		$19M Buy
504,045
+32,028
+7% +$1.25M 2.43% 7
2022
Q4 		$17.5M Buy
472,017
+12,645
+3% +$474K 2.41% 8
2022
Q3 		$15.6M Buy
459,372
+20,285
+5% +$768K 2.31% 9
2022
Q2 		$15.8M Sell
439,087
-3,258
-0.7% -$126K 2.2% 8
2022
Q1 		$18.6M Sell
442,345
-15,368
-3% -$647K 2.32% 8
2021
Q4 		$20.5M Buy
457,713
+22,289
+5% +$991K 2.48% 8
2021
Q3 		$18.5M Buy
435,424
+5,068
+1% +$217K 2.53% 7
2021
Q2 		$18.9M Buy
430,356
+32,797
+8% +$1.42M 3.59% 5
2021
Q1 		$16.8M Buy
397,559
+35,061
+10% +$1.43M 3.4% 5
2020
Q4 		$13M Buy
362,498
+58,289
+19% +$1.87M 3.04% 6
2020
Q3 		$8.33M Buy
304,209
+7,851
+3% +$219K 2.27% 6
2020
Q2 		$7.87M Buy
296,358
+59,258
+25% +$1.46M 2.36% 6
2020
Q1 		$5.18M Buy
+237,100
New +$6.87M 1.88% 8

Other funds holding SPSM

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

Good Life Advisors's SPSM Position: Q2 2025 in Review

Good Life Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.3% in Q2 2025, buying an estimated $1.49M and bringing the position to 619,262 shares worth $26.4M. The position accounts for 1.65% of the portfolio, ranked #11.

Good Life Advisors first reported a position in SPSM in Q1 2020 and has held it in 22 quarters since. The position peaked at $26.6M in Q3 2024. 890 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Good Life Advisors held 619,262 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $26.4M as of Q2 2025.
  • Good Life Advisors bought 36,974 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $1.49M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.65% of Good Life Advisors's portfolio in Q2 2025, its #11 holding.
  • Good Life Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 22 quarters since.
  • Good Life Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $26.6M in Q3 2024.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.