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

Moloney Securities 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
Q3 		$279K Sell
6,022
-88
-1% -$3.95K 0.03% 376
2025
Q2 		$260K Sell
6,110
-3,765
-38% -$152K 0.03% 395
2025
Q1 		$403K Buy
9,875
+1,021
+12% +$45K 0.05% 286
2024
Q4 		$398K Sell
8,854
-2,262
-20% -$105K 0.05% 296
2024
Q3 		$506K Sell
11,116
-481
-4% -$21.1K 0.07% 277
2024
Q2 		$482K Buy
11,597
+21
+0.2% +$875 0.07% 274
2024
Q1 		$498K Sell
11,576
-1,097
-9% -$45.3K 0.08% 266
2023
Q4 		$535K Sell
12,673
-360
-3% -$13.6K 0.08% 236
2023
Q3 		$481K Sell
13,033
-1,238
-9% -$48.2K 0.09% 235
2023
Q2 		$554K Buy
14,271
+5,494
+63% +$204K 0.1% 231
2023
Q1 		$332K Buy
8,777
+405
+5% +$15.8K 0.06% 304
2022
Q4 		$310K Sell
8,372
-593
-7% -$22.2K 0.07% 282
2022
Q3 		$305K Buy
8,965
+358
+4% +$13.6K 0.07% 265
2022
Q2 		$310K Sell
8,607
-1,762
-17% -$68.4K 0.07% 264
2022
Q1 		$436K Sell
10,369
-398
-4% -$16.8K 0.08% 240
2021
Q4 		$481K Sell
10,767
-88
-0.8% -$3.91K 0.08% 249
2021
Q3 		$462K Sell
10,855
-359
-3% -$15.4K 0.08% 257
2021
Q2 		$493K Sell
11,214
-195
-2% -$8.47K 0.09% 245
2021
Q1 		$482K Buy
11,409
+6
+0.1% +$244 0.09% 235
2020
Q4 		$408K Buy
+11,403
New +$365K 0.09% 232
2020
Q1 		– Sell
-17,126
Closed -$559K – 348
2019
Q4 		$559K Buy
17,126
+9,077
+113% +$283K 0.17% 153
2019
Q3 		$241K Sell
8,049
-70
-0.9% -$2.11K 0.08% 268
2019
Q2 		$249K Sell
8,119
-420
-5% -$12.8K 0.08% 245
2019
Q1 		$258K Buy
8,539
+25
+0.3% +$742 0.09% 237
2018
Q4 		$224K Sell
8,514
-48,379
-85% -$1.43M 0.09% 233
2018
Q3 		$1.89M Buy
56,893
+6,997
+14% +$233K 0.66% 40
2018
Q2 		$1.61M Buy
+49,896
New +$1.57M 0.61% 43

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Moloney Securities Asset Management's SPSM Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q3 2025, selling an estimated $3.95K and leaving 6,022 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #376.

Moloney Securities Asset Management first reported a position in SPSM in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.89M in Q3 2018. 897 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Moloney Securities Asset Management held 6,022 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $279K as of Q3 2025.
  • Moloney Securities Asset Management sold 88 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $3.95K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #376 holding.
  • Moloney Securities Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 27 quarters since.
  • Moloney Securities Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.89M in Q3 2018.
  • 897 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.