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Koss-Olinger Consulting’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Koss-Olinger Consulting’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
-7,384
Closed -$315K – 314
2025
Q2 		$315K Sell
7,384
-1,978
-21% -$79.8K 0.03% 261
2025
Q1 		$382K Buy
+9,362
New +$412K 0.03% 233

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

Koss-Olinger Consulting's SPSM Position: Q3 2025 in Review

Koss-Olinger Consulting sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 7,384 shares — an estimated $315K sold.

Koss-Olinger Consulting first reported a position in SPSM in Q1 2025 and held it in 2 quarters. The position peaked at $382K in Q1 2025. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Koss-Olinger Consulting reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 7,384 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $315K.
  • Koss-Olinger Consulting first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and held it in 2 quarters.
  • Koss-Olinger Consulting's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $382K in Q1 2025.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Koss-Olinger Consulting's 13F filing for Q3 2025, filed 20 Oct 2025.