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Leverty Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Leverty Financial Group’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
-6,487
Closed -$264K – 47
2025
Q1 		$264K Buy
+6,487
New +$286K 0.11% 31
2022
Q4 		– Sell
-7,282
Closed -$248K – 30
2022
Q3 		$248K Sell
7,282
-1,223
-14% -$46.3K 0.24% 18
2022
Q2 		$306K Buy
+8,505
New +$330K 0.29% 16

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

Leverty Financial Group's SPSM Position: Q2 2025 in Review

Leverty Financial Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 6,487 shares — an estimated $264K sold.

Leverty Financial Group first reported a position in SPSM in Q2 2022 and held it in 3 quarters. The position peaked at $306K in Q2 2022. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Leverty Financial Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Leverty Financial Group sold 6,487 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $264K.
  • Leverty Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and held it in 3 quarters.
  • Leverty Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $306K in Q2 2022.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Leverty Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.