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

PrairieView 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
Q2 		$67K Buy
1,582
+84
+6% +$3.39K 0.01% 178
2025
Q1 		$61K Sell
1,498
-88
-6% -$3.88K 0.01% 183
2024
Q4 		$71K Sell
1,586
-671
-30% -$31.2K 0.01% 173
2024
Q3 		$102K Sell
2,257
-112
-5% -$4.92K 0.01% 153
2024
Q2 		$98K Sell
2,369
-125
-5% -$5.21K 0.01% 163
2024
Q1 		$108K Buy
2,494
+846
+51% +$35K 0.01% 140
2023
Q4 		$70K Sell
1,648
-21
-1% -$791 0.01% 157
2023
Q3 		$61K Sell
1,669
-36
-2% -$1.4K 0.01% 162
2023
Q2 		$66K Hold
1,705
– – 0.01% 175
2023
Q1 		$64K Hold
1,705
– – 0.01% 167
2022
Q4 		$63K Sell
1,705
-52
-3% -$1.95K 0.01% 172
2022
Q3 		$60K Sell
1,757
-75
-4% -$2.84K 0.01% 161
2022
Q2 		$66K Hold
1,832
– – 0.01% 166
2022
Q1 		$77K Sell
1,832
-85
-4% -$3.58K 0.01% 168
2021
Q4 		$86K Hold
1,917
– – 0.01% 166
2021
Q3 		$82K Hold
1,917
– – 0.01% 143
2021
Q2 		$84K Sell
1,917
-3
-0.2% -$130 0.01% 137
2021
Q1 		$81K Sell
1,920
-50
-3% -$2.04K 0.01% 136
2020
Q4 		$71K Hold
1,970
– – 0.01% 135
2020
Q3 		$54K Sell
1,970
-9
-0.5% -$251 0.01% 138
2020
Q2 		$53K Sell
1,979
-914
-32% -$22.5K 0.01% 136
2020
Q1 		$63K Buy
+2,893
New +$83.9K 0.02% 123

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

PrairieView Partners's SPSM Position: Q2 2025 in Review

PrairieView Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.6% in Q2 2025, buying an estimated $3.39K and bringing the position to 1,582 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #178.

PrairieView Partners first reported a position in SPSM in Q1 2020 and has held it in 22 quarters since. The position peaked at $108K in Q1 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • PrairieView Partners held 1,582 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $67K as of Q2 2025.
  • PrairieView Partners bought 84 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $3.39K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #178 holding.
  • PrairieView Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 22 quarters since.
  • PrairieView Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $108K in Q1 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.