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

SPC Financial Inc’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 		$4.27M Buy
+92,280
New +$4.14M 0.33% 60
2025
Q2 		– Sell
-85,347
Closed -$3.48M – 277
2025
Q1 		$3.48M Buy
85,347
+2,950
+4% +$130K 0.31% 63
2024
Q4 		$3.7M Buy
82,397
+464
+0.6% +$21.6K 0.32% 62
2024
Q3 		$3.73M Buy
81,933
+423
+0.5% +$18.6K 0.33% 64
2024
Q2 		$3.39M Buy
81,510
+4,498
+6% +$187K 0.31% 60
2024
Q1 		$3.31M Buy
77,012
+3,955
+5% +$163K 0.31% 56
2023
Q4 		$3.08M Buy
73,057
+7,800
+12% +$294K 0.31% 54
2023
Q3 		$2.41M Buy
+65,257
New +$2.54M 0.27% 58
2023
Q2 		– Sell
-51,770
Closed -$1.96M – 220
2023
Q1 		$1.96M Buy
51,770
+2,693
+5% +$105K 0.22% 60
2022
Q4 		$1.81M Buy
49,077
+2,773
+6% +$104K 0.21% 68
2022
Q3 		$1.58M Buy
46,304
+1,777
+4% +$67.3K 0.2% 65
2022
Q2 		$1.6M Sell
44,527
-25,964
-37% -$1.01M 0.2% 66
2022
Q1 		$2.97M Sell
70,491
-9,916
-12% -$417K 0.34% 44
2021
Q4 		$3.59M Buy
80,407
+12,614
+19% +$561K 0.4% 43
2021
Q3 		$2.89M Sell
67,793
-6,030
-8% -$258K 0.36% 45
2021
Q2 		$3.24M Buy
73,823
+25,552
+53% +$1.11M 0.39% 44
2021
Q1 		$2.04M Sell
48,271
-2,591
-5% -$106K 0.27% 52
2020
Q4 		$1.82M Buy
50,862
+1,513
+3% +$48.5K 0.26% 58
2020
Q3 		$1.35M Buy
+49,349
New +$1.38M 0.23% 58

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

SPC Financial Inc's SPSM Position: Q3 2025 in Review

SPC Financial Inc opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025: 92,280 shares worth $4.27M. The stake represents 0.33% of the portfolio and ranks #60 among its holdings. This is a return to the name: SPC Financial Inc previously reported a position in SPSM as recently as Q1 2025.

SPC Financial Inc first reported a position in SPSM in Q3 2020 and has held it in 19 quarters since. 897 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • SPC Financial Inc held 92,280 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.27M as of Q3 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new SPC Financial Inc position in Q3 2025.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.33% of SPC Financial Inc's portfolio in Q3 2025, its #60 holding.
  • SPC Financial Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 19 quarters since.
  • 897 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

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