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

Liquid Strategies’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
Q1 		– Sell
-72,087
Closed -$3.24M – 18
2024
Q4 		$3.24M Sell
72,087
-128,724
-64% -$5.99M 0.67% 13
2024
Q3 		$9.14M Buy
200,811
+29,846
+17% +$1.31M 2.19% 10
2024
Q2 		$7.1M Sell
170,965
-17,236
-9% -$718K 1.87% 11
2024
Q1 		$8.1M Buy
+188,201
New +$7.78M 2.1% 8

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Liquid Strategies's SPSM Position: Q1 2025 in Review

Liquid Strategies sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 72,087 shares — an estimated $3.24M sold.

Liquid Strategies first reported a position in SPSM in Q1 2024 and held it in 4 quarters. The position peaked at $9.14M in Q3 2024. 890 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Liquid Strategies reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Liquid Strategies sold 72,087 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $3.24M.
  • Liquid Strategies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 4 quarters.
  • Liquid Strategies's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $9.14M in Q3 2024.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Liquid Strategies's 13F filing for Q1 2025, filed 21 Apr 2025.