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

Guerra 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 Q3	$3.16K	Buy	+68	New	+$3.05K	﹤0.01%	464

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

Guerra Advisors's SPSM Position: Q3 2025 in Review

Guerra Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025: 68 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

897 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

Guerra Advisors held 68 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.16K as of Q3 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Guerra Advisors position in Q3 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #464 holding.
897 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.