Scott Marsh Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Scott Marsh Financial’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	$431K	Buy	+10,128	New	+$408K	0.16%	168

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Scott Marsh Financial's SPSM Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025: 10,128 shares worth $431K. The stake represents 0.16% of the portfolio and ranks #168 among its holdings.

888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

Scott Marsh Financial held 10,128 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $431K as of Q2 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Scott Marsh Financial position in Q2 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.16% of Scott Marsh Financial's portfolio in Q2 2025, its #168 holding.
888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.