KSWA
SPSM icon

Kathleen S. Wright Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kathleen S. Wright Associates’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 		$70.9K Hold
1,530
– – 0.03% 135
2025
Q2 		$65.2K Hold
1,530
– – 0.03% 136
2025
Q1 		$62.4K Sell
1,530
-36
-2% -$1.59K 0.03% 139
2024
Q4 		$70.4K Hold
1,566
– – 0.03% 137
2024
Q3 		$71.3K Hold
1,566
– – 0.03% 138
2024
Q2 		$65.1K Buy
+1,566
New +$65.3K 0.03% 137

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

Kathleen S. Wright Associates's SPSM Position: Q3 2025 in Review

Kathleen S. Wright Associates held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2025 at 1,530 shares worth $70.9K. The position accounts for 0.03% of the portfolio, ranked #135.

Kathleen S. Wright Associates first reported a position in SPSM in Q2 2024 and has held it in 6 quarters since. The position peaked at $71.3K in Q3 2024. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Kathleen S. Wright Associates held 1,530 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $70.9K as of Q3 2025.
  • Kathleen S. Wright Associates left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #135 holding.
  • Kathleen S. Wright Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 6 quarters since.
  • Kathleen S. Wright Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $71.3K in Q3 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 Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.