Sebold Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sebold Capital Management’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	$322K	Hold	7,554	–	–	0.2%	58
2025 Q1	$308K	Sell	7,554 -123	-2%	-$5.42K	0.2%	56
2024 Q4	$345K	Sell	7,677 -75	-1%	-$3.49K	0.23%	47
2024 Q3	$353K	Hold	7,752	–	–	0.23%	45
2024 Q2	$322K	Sell	7,752 -1,244	-14%	-$51.8K	0.22%	49
2024 Q1	$387K	Hold	8,996	–	–	0.26%	48
2023 Q4	$379K	Buy	8,996 +1,266	+16%	+$47.7K	0.28%	46
2023 Q3	$285K	Hold	7,730	–	–	0.23%	54
2023 Q2	$300K	Buy	+7,730	New	+$287K	0.24%	52

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

Sebold Capital Management's SPSM Position: Q2 2025 in Review

Sebold Capital Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2025 at 7,554 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #58.

Sebold Capital Management first reported a position in SPSM in Q2 2023 and has held it in 9 quarters since. The position peaked at $387K in Q1 2024. 889 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

Sebold Capital Management held 7,554 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $322K as of Q2 2025.
Sebold Capital Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.2% of Sebold Capital Management's portfolio in Q2 2025, its #58 holding.
Sebold Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 9 quarters since.
Sebold Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $387K in Q1 2024.
889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.