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Kestra Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-525,508
Closed -$23.6M – 1345
2024
Q4 		$23.6M Buy
525,508
+44,263
+9% +$2.06M 0.93% 29
2024
Q3 		$21.9M Buy
481,245
+278,260
+137% +$12.2M 0.94% 29
2024
Q2 		$8.43M Buy
+202,985
New +$8.46M 0.57% 44

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Kestra Investment Management's SPSM Position: Q1 2025 in Review

Kestra Investment Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 525,508 shares — an estimated $23.6M sold.

Kestra Investment Management first reported a position in SPSM in Q2 2024 and held it in 3 quarters. The position peaked at $23.6M in Q4 2024. 890 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Kestra Investment Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 525,508 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $23.6M.
  • Kestra Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and held it in 3 quarters.
  • Kestra Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $23.6M in Q4 2024.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.