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

Seros 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
Q3 		– Sell
-11,205
Closed -$477K – 68
2025
Q2 		$477K Buy
11,205
+2
+0% +$81 0.3% 34
2025
Q1 		$457K Sell
11,203
-2,199
-16% -$96.9K 0.34% 35
2024
Q4 		$557K Buy
+13,402
New +$623K 0.5% 27

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

Seros Financial's SPSM Position: Q3 2025 in Review

Seros Financial sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 11,205 shares — an estimated $477K sold.

Seros Financial first reported a position in SPSM in Q4 2024 and held it in 3 quarters. The position peaked at $557K in Q4 2024. 896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Seros Financial reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Seros Financial sold 11,205 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $477K.
  • Seros Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 3 quarters.
  • Seros Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $557K in Q4 2024.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Seros Financial's 13F filing for Q3 2025, filed 5 Nov 2025.