MWM
SPSM icon

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

MinichMacGregor Wealth 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
-16,970
Closed -$786K – 154
2025
Q3 		$786K Buy
+16,970
New +$761K 0.15% 63
2017
Q1 		– Sell
-3
Closed – – 498
2016
Q4 		$0 Buy
+3
New +$76 ﹤0.01% 498

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 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

MinichMacGregor Wealth Management's SPSM Position: Q4 2025 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 16,970 shares — an estimated $786K sold.

MinichMacGregor Wealth Management first reported a position in SPSM in Q4 2016 and held it in 2 quarters. The position peaked at $786K in Q3 2025. 985 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • MinichMacGregor Wealth 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.
  • MinichMacGregor Wealth Management sold 16,970 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $786K.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2016 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $786K in Q3 2025.
  • 985 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.