New Millennium Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

New Millennium Group’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	$10.9K	Buy	233 +195	+513%	+$9.09K	﹤0.01%	197
2025 Q3	$1.76K	Hold	38	–	–	﹤0.01%	324
2025 Q2	$1.62K	Hold	38	–	–	﹤0.01%	329
2025 Q1	$1.55K	Sell	38 -96	-72%	-$4.23K	﹤0.01%	360
2024 Q4	$6.02K	Buy	134 +62	+86%	+$2.88K	﹤0.01%	282
2024 Q3	$3.28K	Sell	72 -6	-8%	-$264	﹤0.01%	264
2024 Q2	$3.24K	Buy	+78	New	+$3.25K	﹤0.01%	266
2024 Q1	–	Sell	-81	Closed	-$3.43K	–	352
2023 Q4	$3.43K	Sell	81 -10	-11%	-$377	﹤0.01%	270
2023 Q3	$3.37K	Sell	91 -30	-25%	-$1.17K	﹤0.01%	236
2023 Q2	$4.71K	Sell	121 -80	-40%	-$2.97K	﹤0.01%	220
2023 Q1	$7.61K	Hold	201	–	–	0.01%	210
2022 Q4	$7.43K	Sell	201 -148	-42%	-$5.54K	0.01%	214
2022 Q3	$12K	Sell	349 -16	-4%	-$606	0.01%	180
2022 Q2	$13K	Buy	+365	New	+$14.2K	0.01%	177

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

New Millennium Group's SPSM Position: Q4 2025 in Review

New Millennium Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 513% in Q4 2025, buying an estimated $9.09K and bringing the position to 233 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

New Millennium Group first reported a position in SPSM in Q2 2022 and has held it in 14 quarters since. The position peaked at $13K in Q2 2022. 984 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

New Millennium Group held 233 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10.9K as of Q4 2025.
New Millennium Group bought 195 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $9.09K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #197 holding.
New Millennium Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $13K in Q2 2022.
984 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.