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Hexagon Capital Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Hexagon Capital Partners’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
-1,275
Closed -$52K – 1484
2025
Q1 		$52K Buy
1,275
+1,266
+14,067% +$55.8K 0.01% 458
2024
Q4 		$404 Sell
9
-11
-55% -$512 ﹤0.01% 1715
2024
Q3 		$910 Sell
20
-17
-46% -$747 ﹤0.01% 1343
2024
Q2 		$1.54K Sell
37
-208
-85% -$8.67K ﹤0.01% 1215
2024
Q1 		$10.5K Buy
245
+65
+36% +$2.69K ﹤0.01% 848
2023
Q4 		$7.59K Buy
180
+63
+54% +$2.37K ﹤0.01% 891
2023
Q3 		$4.32K Hold
117
– – ﹤0.01% 938
2023
Q2 		$4.54K Buy
+117
New +$4.35K ﹤0.01% 921

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

Hexagon Capital Partners's SPSM Position: Q2 2025 in Review

Hexagon Capital Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 1,275 shares — an estimated $52K sold.

Hexagon Capital Partners first reported a position in SPSM in Q2 2023 and held it in 8 quarters. The position peaked at $52K in Q1 2025. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Hexagon Capital Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 1,275 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $52K.
  • Hexagon Capital Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 8 quarters.
  • Hexagon Capital Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $52K in Q1 2025.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.