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Sightline Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sightline Wealth 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
Q2 		– Sell
-4,927
Closed -$201K – 92
2025
Q1 		$201K Sell
4,927
-1,653
-25% -$72.8K 0.11% 76
2024
Q4 		$296K Sell
6,580
-3,116
-32% -$145K 0.16% 67
2024
Q3 		$441K Sell
9,696
-2,494
-20% -$110K 0.24% 51
2024
Q2 		$506K Sell
12,190
-1,433
-11% -$59.7K 0.32% 47
2024
Q1 		$586K Sell
13,623
-7,887
-37% -$326K 0.39% 42
2023
Q4 		$907K Sell
21,510
-1,740
-7% -$65.6K 0.69% 32
2023
Q3 		$858K Sell
23,250
-14,573
-39% -$568K 0.8% 31
2023
Q2 		$1.43M Buy
37,823
+1,557
+4% +$57.9K 1.42% 18
2023
Q1 		$1.37M Buy
36,266
+1,243
+4% +$48.5K 1.4% 18
2022
Q4 		$1.29M Buy
35,023
+2,195
+7% +$82.2K 1.4% 14
2022
Q3 		$1.15M Buy
32,828
+3,044
+10% +$115K 1.35% 13
2022
Q2 		$1.06M Buy
29,784
+3,793
+15% +$147K 1.04% 17
2022
Q1 		$1.09M Sell
25,991
-3,937
-13% -$166K 0.91% 17
2021
Q4 		$1.35M Buy
29,928
+554
+2% +$24.6K 1.21% 12
2021
Q3 		$1.25M Buy
29,374
+8,292
+39% +$355K 1.04% 15
2021
Q2 		$926K Buy
21,082
+8,825
+72% +$383K 0.77% 20
2021
Q1 		$521K Sell
12,257
-12,364
-50% -$504K 0.48% 34
2020
Q4 		$881K Buy
+24,621
New +$789K 0.87% 17

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 $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sightline Wealth Advisors's SPSM Position: Q2 2025 in Review

Sightline Wealth Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 4,927 shares — an estimated $201K sold.

Sightline Wealth Advisors first reported a position in SPSM in Q4 2020 and held it in 18 quarters. The position peaked at $1.43M in Q2 2023. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Sightline Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Sightline Wealth Advisors sold 4,927 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $201K.
  • Sightline Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 18 quarters.
  • Sightline Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.43M in Q2 2023.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Sightline Wealth Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.