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

Lion Street 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 Q3	$203K	Buy	+4,619	New	+$207K	0.07%	218
2025 Q1	–	Sell	-5,002	Closed	-$225K	–	279
2024 Q4	$225K	Buy	5,002 +396	+9%	+$18.4K	0.07%	236
2024 Q3	$210K	Sell	4,606 -547	-11%	-$24K	0.07%	247
2024 Q2	$214K	Sell	5,153 -35	-0.7%	-$1.46K	0.08%	247
2024 Q1	$219K	Hold	5,188	–	–	0.09%	225
2023 Q4	$219K	Buy	+5,188	New	+$195K	0.09%	225
2023 Q3	–	Sell	-4,619	Closed	-$203K	–	302
2023 Q2	$203K	Buy	+4,619	New	+$172K	0.07%	230

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.55T AUM 33.47% 1-Year Est. Return

Lion Street Advisors's SPSM Position: Q3 2025 in Review

Lion Street Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025: 4,619 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #218 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in SPSM as recently as Q4 2024.

Lion Street Advisors first reported a position in SPSM in Q2 2023 and has held it in 7 quarters since. The position peaked at $225K in Q4 2024. 899 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

Lion Street Advisors held 4,619 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $203K as of Q3 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Lion Street Advisors position in Q3 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Lion Street Advisors's portfolio in Q3 2025, its #218 holding.
Lion Street Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 7 quarters since.
Lion Street Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $225K in Q4 2024.
899 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.