SNWA
SPSM icon

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

Siligmueller & Norvid 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
Q3 		$2.04M Buy
+44,080
New +$1.98M 0.92% 34

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

Siligmueller & Norvid Wealth Advisors's SPSM Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025: 44,080 shares worth $2.04M. The stake represents 0.92% of the portfolio and ranks #34 among its holdings.

896 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 44,080 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.04M as of Q3 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.92% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #34 holding.
  • 896 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.