PSFG
SPSM icon

Prairie Sky Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Prairie Sky Financial Group’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 		$1.91M Buy
44,832
+39
+0.1% +$1.57K 1.05% 18
2025
Q1 		$1.83M Sell
44,793
-682
-1% -$30K 1.08% 17
2024
Q4 		$2.04M Sell
45,475
-12,048
-21% -$560K 1.25% 15
2024
Q3 		$2.62M Sell
57,523
-428
-0.7% -$18.8K 1.49% 15
2024
Q2 		$2.41M Sell
57,951
-481
-0.8% -$20K 1.49% 15
2024
Q1 		$2.51M Sell
58,432
-12,797
-18% -$529K 1.51% 16
2023
Q4 		$3M Buy
71,229
+590
+0.8% +$22.2K 1.96% 15
2023
Q3 		$2.61M Sell
70,639
-2,349
-3% -$91.5K 1.83% 15
2023
Q2 		$2.83M Buy
+72,988
New +$2.71M 1.93% 14

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 $376B 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 $431B 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 $6.83B AUM 12.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return