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New York Life Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

New York Life Investment 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
Q2 		– Sell
-74,333
Closed -$3.03M – 835
2025
Q1 		$3.03M Buy
74,333
+3,527
+5% +$155K 0.03% 440
2024
Q4 		$3.18M Buy
70,806
+10,359
+17% +$482K 0.03% 434
2024
Q3 		$2.75M Buy
60,447
+35,048
+138% +$1.54M 0.03% 499
2024
Q2 		$1.05M Buy
+25,399
New +$1.06M 0.01% 668

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 $424B AUM 22.96% 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

New York Life Investment Management's SPSM Position: Q2 2025 in Review

New York Life Investment Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 74,333 shares — an estimated $3.03M sold.

New York Life Investment Management first reported a position in SPSM in Q2 2024 and held it in 4 quarters. The position peaked at $3.18M in Q4 2024. 889 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • New York Life Investment Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • New York Life Investment Management sold 74,333 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $3.03M.
  • New York Life Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and held it in 4 quarters.
  • New York Life Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.18M in Q4 2024.
  • 889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.