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

NewSquare Capital’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 		– Sell
-6
Closed -$256 – 1090
2025
Q2 		$256 Hold
6
– – ﹤0.01% 1217
2025
Q1 		$245 Hold
6
– – ﹤0.01% 1102
2024
Q4 		$270 Buy
+6
New +$279 ﹤0.01% 837
2024
Q1 		– Sell
-6
Closed -$248 – 514
2023
Q4 		$253 Hold
6
– – ﹤0.01% 450
2023
Q3 		$221 Buy
+6
New +$234 ﹤0.01% 551
2022
Q4 		– Sell
-287
Closed -$10K – 873
2022
Q3 		$10K Buy
+287
New +$10.9K ﹤0.01% 255

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

NewSquare Capital's SPSM Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 6 shares — an estimated $256 sold.

NewSquare Capital first reported a position in SPSM in Q3 2022 and held it in 6 quarters. The position peaked at $10K in Q3 2022. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • NewSquare Capital reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 6 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $256.
  • NewSquare Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2022 and held it in 6 quarters.
  • NewSquare Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10K in Q3 2022.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.