HR
SPSM icon

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

Howe & Rusling’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 		– Sell
-309
Closed -$13.2K – 491
2025
Q2 		$13.2K Buy
309
+212
+219% +$8.55K ﹤0.01% 405
2025
Q1 		$3.95K Buy
+97
New +$4.27K ﹤0.01% 408
2024
Q2 		– Sell
-931
Closed -$40.1K – 390
2024
Q1 		$40.1K Buy
+931
New +$38.5K ﹤0.01% 305

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
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Howe & Rusling's SPSM Position: Q3 2025 in Review

Howe & Rusling sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 309 shares — an estimated $13.2K sold.

Howe & Rusling first reported a position in SPSM in Q1 2024 and held it in 3 quarters. The position peaked at $40.1K in Q1 2024. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Howe & Rusling reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 309 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $13.2K.
  • Howe & Rusling first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 3 quarters.
  • Howe & Rusling's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $40.1K in Q1 2024.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.