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Pinkerton Retirement Specialists’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Pinkerton Retirement Specialists’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
-10,884
Closed -$444K – 150
2025
Q1 		$444K Sell
10,884
-17,771
-62% -$783K 0.06% 78
2024
Q4 		$1.29M Hold
28,655
– – 0.19% 79
2024
Q3 		$1.3M Sell
28,655
-219
-0.8% -$9.62K 0.19% 81
2024
Q2 		$1.2M Buy
28,874
+16,684
+137% +$695K 0.18% 79
2024
Q1 		$525K Buy
+12,190
New +$504K 0.08% 93
2023
Q4 		– Sell
-41,185
Closed -$1.52M – 154
2023
Q3 		$1.52M Buy
41,185
+2,833
+7% +$110K 0.33% 74
2023
Q2 		$1.49M Buy
+38,352
New +$1.43M 0.29% 77

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 $374B AUM 17.66% 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

Pinkerton Retirement Specialists's SPSM Position: Q2 2025 in Review

Pinkerton Retirement Specialists sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 10,884 shares — an estimated $444K sold.

Pinkerton Retirement Specialists first reported a position in SPSM in Q2 2023 and held it in 7 quarters. The position peaked at $1.52M in Q3 2023. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Pinkerton Retirement Specialists reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 10,884 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $444K.
  • Pinkerton Retirement Specialists first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 7 quarters.
  • Pinkerton Retirement Specialists's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.52M in Q3 2023.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2025, filed 13 Aug 2025.