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Sheaff Brock Investment Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$201K Buy
4,942
+56
+1% +$2.47K 0.02% 399
2024
Q4 		$219K Buy
4,886
+10
+0.2% +$465 0.02% 385
2024
Q3 		$222K Sell
4,876
-368
-7% -$16.2K 0.02% 379
2024
Q2 		$218K Buy
5,244
+10
+0.2% +$417 0.02% 379
2024
Q1 		$225K Buy
+5,234
New +$216K 0.01% 418

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 $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sheaff Brock Investment Advisors's SPSM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.1% in Q1 2025, buying an estimated $2.47K and bringing the position to 4,942 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #399.

Sheaff Brock Investment Advisors first reported a position in SPSM in Q1 2024 and has held it in 5 quarters since. The position peaked at $225K in Q1 2024. 891 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,942 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $201K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 56 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $2.47K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #399 holding.
  • Sheaff Brock Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • Sheaff Brock Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $225K in Q1 2024.
  • 891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.