MPW
SPSM icon

Magnolia Private Wealth’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Magnolia Private Wealth’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
-7,350
Closed -$300K – 115
2025
Q1 		$300K Hold
7,350
– – 0.25% 85
2024
Q4 		$330K Buy
+7,350
New +$342K 0.28% 78

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

Magnolia Private Wealth's SPSM Position: Q2 2025 in Review

Magnolia Private Wealth sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 7,350 shares — an estimated $300K sold.

Magnolia Private Wealth first reported a position in SPSM in Q4 2024 and held it in 2 quarters. The position peaked at $330K in Q4 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Magnolia Private Wealth reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 7,350 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $300K.
  • Magnolia Private Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 2 quarters.
  • Magnolia Private Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $330K in Q4 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 Magnolia Private Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.