Kovitz Investment Group Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kovitz Investment Group 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 Q4	–	Sell	-86,001	Closed	-$3.98M	–	1206
2025 Q3	$3.98M	Buy	86,001 +79,971	+1,326%	+$3.59M	0.02%	506
2025 Q2	$257K	Buy	6,030 +294	+5%	+$11.9K	﹤0.01%	1191
2025 Q1	$234K	Buy	5,736 +138	+2%	+$6.08K	﹤0.01%	1132
2024 Q4	$252K	Buy	+5,598	New	+$260K	﹤0.01%	1098

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Kovitz Investment Group Partners's SPSM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 86,001 shares — an estimated $3.98M sold.

Kovitz Investment Group Partners first reported a position in SPSM in Q4 2024 and held it in 4 quarters. The position peaked at $3.98M in Q3 2025. 986 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 86,001 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $3.98M.
Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.98M in Q3 2025.
986 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.