LSA
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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

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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