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Stonebridge Financial Group (Pennsylvania)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-1,843
Closed -$75.1K – 839
2025
Q1 		$75.1K Sell
1,843
-31,799
-95% -$1.4M 0.01% 333
2024
Q4 		$1.51M Buy
+33,642
New +$1.56M 0.17% 97

Other funds holding SPSM

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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

Stonebridge Financial Group (Pennsylvania)'s SPSM Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 1,843 shares — an estimated $75.1K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SPSM in Q4 2024 and held it in 2 quarters. The position peaked at $1.51M in Q4 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,843 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $75.1K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.51M in Q4 2024.
  • 888 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.