GI
SPSM icon

Gradient Investments’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Gradient Investments’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 		– Sell
-8,390
Closed -$342K – 372
2025
Q1 		$342K Buy
+8,390
New +$370K 0.01% 271
2024
Q3 		– Sell
-1,199
Closed -$49.8K – 1140
2024
Q2 		$49.8K Sell
1,199
-1
-0.1% -$42 ﹤0.01% 500
2024
Q1 		$51.6K Sell
1,200
-546
-31% -$22.6K ﹤0.01% 428
2023
Q4 		$73.6K Buy
1,746
+72
+4% +$2.71K ﹤0.01% 471
2023
Q3 		$61.8K Sell
1,674
-644
-28% -$25.1K ﹤0.01% 462
2023
Q2 		$90K Sell
2,318
-6,934
-75% -$258K ﹤0.01% 421
2023
Q1 		$349K Sell
9,252
-1,292,470
-99% -$50.5M 0.01% 256
2022
Q4 		$48.1M Buy
1,301,722
+665,596
+105% +$24.9M 1.52% 13
2022
Q3 		$21.7M Buy
636,126
+633,723
+26,372% +$24M 0.66% 34
2022
Q2 		$86K Hold
2,403
– – ﹤0.01% 403
2022
Q1 		$101K Hold
2,403
– – ﹤0.01% 373
2021
Q4 		$107K Sell
2,403
-281
-10% -$12.5K ﹤0.01% 359
2021
Q3 		$114K Sell
2,684
-5,725
-68% -$245K ﹤0.01% 348
2021
Q2 		$369K Sell
8,409
-1,598
-16% -$69.4K 0.01% 240
2021
Q1 		$423K Sell
10,007
-1,432,916
-99% -$58.4M 0.01% 236
2020
Q4 		$39.5M Sell
1,442,923
-9,775
-0.7% -$313K 1.68% 12
2020
Q3 		$39.8M Buy
1,452,698
+3,930
+0.3% +$110K 1.67% 12
2020
Q2 		$38.5M Sell
1,448,768
-7,121
-0.5% -$175K 1.76% 11
2020
Q1 		$31.8M Buy
1,455,889
+337,668
+30% +$9.79M 1.71% 12
2019
Q4 		$36.5M Buy
1,118,221
+873,208
+356% +$27.3M 1.63% 10
2019
Q3 		$7.35M Buy
245,013
+83
+0% +$2.5K 0.36% 85
2019
Q2 		$7.5M Buy
244,930
+22,428
+10% +$682K 0.39% 76
2019
Q1 		$6.73M Sell
222,502
-695,371
-76% -$20.6M 0.43% 73
2018
Q4 		$24.2M Buy
917,873
+140,131
+18% +$4.13M 1.45% 10
2018
Q3 		$25.9M Buy
777,742
+61,871
+9% +$2.06M 1.33% 11
2018
Q2 		$23.1M Buy
715,871
+85,555
+14% +$2.7M 1.23% 11
2018
Q1 		$18.9M Buy
630,316
+578,021
+1,105% +$17.6M 1.02% 15
2017
Q4 		$1.58M Buy
+52,295
New +$1.55M 0.09% 121

Other funds holding SPSM

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

Gradient Investments's SPSM Position: Q2 2025 in Review

Gradient Investments sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 8,390 shares — an estimated $342K sold.

Gradient Investments first reported a position in SPSM in Q4 2017 and held it in 28 quarters. The position peaked at $48.1M in Q4 2022. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Gradient Investments reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Gradient Investments sold 8,390 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $342K.
  • Gradient Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and held it in 28 quarters.
  • Gradient Investments's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $48.1M in Q4 2022.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Gradient Investments's 13F filing for Q2 2025, filed 8 Jul 2025.