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GPS Wealth Strategies Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

GPS Wealth Strategies Group’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 		$103K Sell
2,206
-35,864
-94% -$1.67M 0.09% 147
2025
Q3 		$1.76M Sell
38,070
-613
-2% -$27.5K 0.19% 76
2025
Q2 		$1.65M Sell
38,683
-926
-2% -$37.3K 0.19% 80
2025
Q1 		$1.61M Sell
39,609
-5,682
-13% -$250K 0.22% 74
2024
Q4 		$2.03M Buy
45,291
+2,472
+6% +$115K 0.26% 62
2024
Q3 		$1.95M Buy
42,819
+1,336
+3% +$58.7K 0.26% 74
2024
Q2 		$1.72M Sell
41,483
-1,450
-3% -$60.4K 0.26% 69
2024
Q1 		$1.85M Sell
42,933
-14,048
-25% -$581K 0.3% 67
2023
Q4 		$2.4M Sell
56,981
-54,181
-49% -$2.04M 0.44% 44
2023
Q3 		$4.1M Sell
111,162
-192
-0.2% -$7.48K 0.79% 24
2023
Q2 		$4.32M Sell
111,354
-31,554
-22% -$1.17M 0.81% 22
2023
Q1 		$5.4M Buy
142,908
+7,099
+5% +$277K 1.12% 15
2022
Q4 		$5.02M Buy
135,809
+11,266
+9% +$422K 1.51% 15
2022
Q3 		$4.24M Buy
124,543
+36,784
+42% +$1.39M 1.07% 15
2022
Q2 		$3.16M Buy
+87,759
New +$3.41M 0.81% 19

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 $9.42B AUM 17.63% 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 $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

GPS Wealth Strategies Group's SPSM Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 94% in Q4 2025, selling an estimated $1.67M and leaving 2,206 shares worth $103K. The position accounts for 0.09% of the portfolio, ranked #147.

GPS Wealth Strategies Group first reported a position in SPSM in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.4M in Q1 2023. 980 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • GPS Wealth Strategies Group held 2,206 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $103K as of Q4 2025.
  • GPS Wealth Strategies Group sold 35,864 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $1.67M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #147 holding.
  • GPS Wealth Strategies Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 15 quarters since.
  • GPS Wealth Strategies Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.4M in Q1 2023.
  • 980 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.