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Milestone Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Milestone Asset Management’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
-7,956
Closed -$369K – 253
2025
Q3 		$369K Buy
+7,956
New +$357K 0.07% 178
2025
Q2 		– Sell
-8,898
Closed -$363K – 240
2025
Q1 		$363K Sell
8,898
-4,761
-35% -$210K 0.08% 172
2024
Q4 		$614K Buy
13,659
+4,649
+52% +$216K 0.14% 141
2024
Q3 		$410K Buy
+9,010
New +$396K 0.09% 153

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

Milestone Asset Management's SPSM Position: Q4 2025 in Review

Milestone Asset Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 7,956 shares — an estimated $369K sold.

Milestone Asset Management first reported a position in SPSM in Q3 2024 and held it in 4 quarters. The position peaked at $614K in Q4 2024. 986 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • Milestone Asset Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Milestone Asset Management sold 7,956 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $369K.
  • Milestone Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and held it in 4 quarters.
  • Milestone Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $614K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.