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MSH Capital Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

MSH Capital Advisors’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
-9,722
Closed -$396K – 249
2025
Q1 		$396K Sell
9,722
-520
-5% -$22.9K 0.12% 169
2024
Q4 		$460K Sell
10,242
-160
-2% -$7.44K 0.14% 159
2024
Q3 		$473K Buy
10,402
+3,478
+50% +$153K 0.14% 153
2024
Q2 		$288K Buy
+6,924
New +$289K 0.1% 188

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

MSH Capital Advisors's SPSM Position: Q2 2025 in Review

MSH Capital Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 9,722 shares — an estimated $396K sold.

MSH Capital Advisors first reported a position in SPSM in Q2 2024 and held it in 4 quarters. The position peaked at $473K in Q3 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • MSH Capital Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • MSH Capital Advisors sold 9,722 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $396K.
  • MSH Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and held it in 4 quarters.
  • MSH Capital Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $473K in Q3 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 MSH Capital Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.