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

Pacifica Partners’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
-1,204
Closed -$51.4K – 545
2025
Q2 		$51.4K Buy
+1,204
New +$48.6K 0.02% 197
2024
Q1 		– Sell
-20
Closed -$773 – 551
2023
Q4 		$773 Hold
20
– – ﹤0.01% 520
2023
Q3 		$717 Hold
20
– – ﹤0.01% 508
2023
Q2 		$771 Buy
+20
New +$743 ﹤0.01% 455

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

Pacifica Partners's SPSM Position: Q3 2025 in Review

Pacifica Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 1,204 shares — an estimated $51.4K sold.

Pacifica Partners first reported a position in SPSM in Q2 2023 and held it in 4 quarters. The position peaked at $51.4K in Q2 2025. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Pacifica Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Pacifica Partners sold 1,204 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $51.4K.
  • Pacifica Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 4 quarters.
  • Pacifica Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $51.4K in Q2 2025.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Pacifica Partners's 13F filing for Q3 2025, filed 9 Oct 2025.