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

LBMC Investment Advisors’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 Q2	–	Sell	-33,820	Closed	-$1.38M	–	216
2025 Q1	$1.38M	Hold	33,820	–	–	0.11%	71
2024 Q4	$1.52M	Buy	33,820 +540	+2%	+$25.1K	0.12%	67
2024 Q3	$1.51M	Hold	33,280	–	–	0.12%	62
2024 Q2	$1.38M	Sell	33,280 -51,115	-61%	-$2.13M	0.12%	62
2024 Q1	$3.63M	Buy	84,395 +4,840	+6%	+$200K	0.32%	36
2023 Q4	$3.36M	Buy	79,555 +28,440	+56%	+$1.07M	0.32%	32
2023 Q3	$1.83M	Hold	51,115	–	–	0.19%	42
2023 Q2	$1.99M	Buy	+51,115	New	+$1.9M	0.2%	40

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LBMC Investment Advisors's SPSM Position: Q2 2025 in Review

LBMC Investment Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 33,820 shares — an estimated $1.38M sold.

LBMC Investment Advisors first reported a position in SPSM in Q2 2023 and held it in 8 quarters. The position peaked at $3.63M in Q1 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

LBMC Investment Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
LBMC Investment Advisors sold 33,820 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $1.38M.
LBMC Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 8 quarters.
LBMC Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.63M in Q1 2024.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on LBMC Investment Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.