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

Haven Private’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
-6,650
Closed -$271K – 193
2025
Q1 		$271K Hold
6,650
– – 0.15% 114
2024
Q4 		$299K Buy
+6,650
New +$309K 0.17% 120

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

Haven Private's SPSM Position: Q2 2025 in Review

Haven Private sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 6,650 shares — an estimated $271K sold.

Haven Private first reported a position in SPSM in Q4 2024 and held it in 2 quarters. The position peaked at $299K in Q4 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Haven Private reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Haven Private sold 6,650 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $271K.
  • Haven Private first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 2 quarters.
  • Haven Private's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $299K in Q4 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Haven Private's 13F filing for Q2 2025, filed 4 Aug 2025.