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

SteelPeak Wealth’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
Q4 		– Sell
-40,025
Closed -$1.85M – 640
2025
Q3 		$1.85M Buy
+40,025
New +$1.79M 0.06% 227

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

SteelPeak Wealth's SPSM Position: Q4 2025 in Review

SteelPeak Wealth sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 40,025 shares — an estimated $1.85M sold.

SteelPeak Wealth first reported a position in SPSM in Q3 2025 and held it in 1 quarter. The position peaked at $1.85M in Q3 2025. 986 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

  • SteelPeak Wealth reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 40,025 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $1.85M.
  • SteelPeak Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • SteelPeak Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.85M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.