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Oliver Luxxe Assets’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Oliver Luxxe Assets’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
Q1 		– Sell
-4,618
Closed -$210K – 212
2024
Q4 		$210K Hold
4,618
– – 0.04% 178
2024
Q3 		$210K Buy
+4,618
New +$203K 0.04% 179
2024
Q2 		– Sell
-5,306
Closed -$228K – 195
2024
Q1 		$228K Buy
5,306
+41
+0.8% +$1.7K 0.05% 170
2023
Q4 		$222K Buy
+5,265
New +$198K 0.05% 162

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Oliver Luxxe Assets's SPSM Position: Q1 2025 in Review

Oliver Luxxe Assets sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 4,618 shares — an estimated $210K sold.

Oliver Luxxe Assets first reported a position in SPSM in Q4 2023 and held it in 4 quarters. The position peaked at $228K in Q1 2024. 894 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Oliver Luxxe Assets reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Oliver Luxxe Assets sold 4,618 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $210K.
  • Oliver Luxxe Assets first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 4 quarters.
  • Oliver Luxxe Assets's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $228K in Q1 2024.
  • 894 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Oliver Luxxe Assets's 13F filing for Q1 2025, filed 14 May 2025.