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

Sterling Group Wealth Management’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 		– Sell
-8,936
Closed -$381K – 56
2025
Q2 		$381K Sell
8,936
-2,075
-19% -$83.7K 0.21% 34
2025
Q1 		$449K Sell
11,011
-4,465
-29% -$197K 0.24% 30
2024
Q4 		$695K Sell
15,476
-3,684
-19% -$171K 0.36% 24
2024
Q3 		$872K Sell
19,160
-91,936
-83% -$4.04M 0.46% 20
2024
Q2 		$4.61M Buy
+111,096
New +$4.63M 2.65% 10
2024
Q1 		– Sell
-111,325
Closed -$4.7M – 39
2023
Q4 		$4.7M Buy
111,325
+2,233
+2% +$84.1K 3.65% 9
2023
Q3 		$4.03M Buy
109,092
+1,240
+1% +$48.3K 3.81% 8
2023
Q2 		$4.19M Buy
107,852
+1,232
+1% +$45.8K 3.63% 7
2023
Q1 		$4.03M Sell
106,620
-35,196
-25% -$1.37M 3.8% 8
2022
Q4 		$5.24M Buy
+141,816
New +$5.31M 5.16% 5

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

Sterling Group Wealth Management's SPSM Position: Q3 2025 in Review

Sterling Group Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 8,936 shares — an estimated $381K sold.

Sterling Group Wealth Management first reported a position in SPSM in Q4 2022 and held it in 10 quarters. The position peaked at $5.24M in Q4 2022. 897 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Sterling Group Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Sterling Group Wealth Management sold 8,936 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $381K.
  • Sterling Group Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 10 quarters.
  • Sterling Group Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.24M in Q4 2022.
  • 897 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Sterling Group Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.