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McKinley Carter Wealth Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

McKinley Carter Wealth Services’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
Q4 		– Sell
-4,663
Closed -$216K – 331
2025
Q3 		$216K Sell
4,663
-32
-0.7% -$1.44K 0.01% 307
2025
Q2 		$200K Buy
+4,695
New +$189K 0.01% 305
2025
Q1 		– Sell
-4,924
Closed -$221K – 306
2024
Q4 		$221K Sell
4,924
-1,247
-20% -$58K 0.01% 277
2024
Q3 		$281K Sell
6,171
-893
-13% -$39.2K 0.02% 263
2024
Q2 		$293K Buy
7,064
+1,372
+24% +$57.2K 0.02% 262
2024
Q1 		$245K Sell
5,692
-12
-0.2% -$496 0.02% 274
2023
Q4 		$241K Buy
5,704
+92
+2% +$3.47K 0.02% 279
2023
Q3 		$207K Sell
5,612
-9
-0.2% -$351 0.02% 283
2023
Q2 		$218K Sell
5,621
-173
-3% -$6.43K 0.02% 286
2023
Q1 		$219K Sell
5,794
-41
-0.7% -$1.6K 0.02% 283
2022
Q4 		$216K Sell
5,835
-302
-5% -$11.3K 0.02% 277
2022
Q3 		$209K Sell
6,137
-3
-0% -$114 0.02% 268
2022
Q2 		$221K Sell
6,140
-18
-0.3% -$699 0.02% 276
2022
Q1 		$259K Sell
6,158
-290
-4% -$12.2K 0.02% 255
2021
Q4 		$288K Sell
6,448
-1,102
-15% -$49K 0.02% 243
2021
Q3 		$322K Sell
7,550
-25
-0.3% -$1.07K 0.03% 233
2021
Q2 		$333K Sell
7,575
-503
-6% -$21.8K 0.03% 228
2021
Q1 		$342K Sell
8,078
-1,566
-16% -$63.8K 0.03% 229
2020
Q4 		$346K Buy
9,644
+775
+9% +$24.8K 0.05% 196
2020
Q3 		$243K Sell
8,869
-637
-7% -$17.8K 0.05% 130
2020
Q2 		$253K Sell
9,506
-294
-3% -$7.22K 0.06% 125
2020
Q1 		$214K Sell
9,800
-3,321
-25% -$96.3K 0.06% 129
2019
Q4 		$428K Sell
13,121
-891
-6% -$27.8K 0.1% 117
2019
Q3 		$420K Buy
14,012
+1,760
+14% +$53.1K 0.11% 117
2019
Q2 		$375K Buy
12,252
+408
+3% +$12.4K 0.1% 122
2019
Q1 		$358K Buy
11,844
+48
+0.4% +$1.43K 0.1% 118
2018
Q4 		$311K Buy
11,796
+353
+3% +$10.4K 0.1% 119
2018
Q3 		$380K Buy
11,443
+1,399
+14% +$46.6K 0.11% 116
2018
Q2 		$324K Buy
10,044
+1,051
+12% +$33.1K 0.1% 123
2018
Q1 		$269K Buy
8,993
+2,043
+29% +$62.2K 0.09% 135
2017
Q4 		$210K Buy
+6,950
New +$206K 0.07% 150

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

McKinley Carter Wealth Services's SPSM Position: Q4 2025 in Review

McKinley Carter Wealth Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 4,663 shares — an estimated $216K sold.

McKinley Carter Wealth Services first reported a position in SPSM in Q4 2017 and held it in 31 quarters. The position peaked at $428K in Q4 2019. 986 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • McKinley Carter Wealth Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,663 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $216K.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and held it in 31 quarters.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $428K in Q4 2019.
  • 986 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2025, filed 6 Feb 2026.