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Prosperity Consulting Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Prosperity Consulting 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
Q3 		– Sell
-6,092
Closed -$260K – 514
2025
Q2 		$260K Sell
6,092
-167
-3% -$6.73K 0.02% 395
2025
Q1 		$255K Sell
6,259
-333
-5% -$14.7K 0.02% 391
2024
Q4 		$296K Sell
6,592
-1
-0% -$47 0.02% 381
2024
Q3 		$300K Sell
6,593
-1,134
-15% -$49.8K 0.02% 375
2024
Q2 		$321K Sell
7,727
-4,849
-39% -$202K 0.04% 247
2024
Q1 		$541K Sell
12,576
-3,059
-20% -$126K 0.07% 189
2023
Q4 		$659K Buy
15,635
+85
+0.5% +$3.2K 0.22% 87
2023
Q3 		$574K Sell
15,550
-1,014
-6% -$39.5K 0.26% 82
2023
Q2 		$643K Buy
+16,564
New +$616K 0.4% 54

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

Prosperity Consulting Group's SPSM Position: Q3 2025 in Review

Prosperity Consulting Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 6,092 shares — an estimated $260K sold.

Prosperity Consulting Group first reported a position in SPSM in Q2 2023 and held it in 9 quarters. The position peaked at $659K in Q4 2023. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Prosperity Consulting Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 6,092 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $260K.
  • Prosperity Consulting Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 9 quarters.
  • Prosperity Consulting Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $659K in Q4 2023.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Prosperity Consulting Group's 13F filing for Q3 2025, filed 14 Nov 2025.