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

Stonehaven Wealth & Tax Solutions’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	-5,676	Closed	-$263K	–	98
2025 Q3	$263K	Sell	5,676 -616	-10%	-$27.6K	0.24%	62
2025 Q2	$268K	Sell	6,292 -741	-11%	-$29.9K	0.26%	57
2025 Q1	$287K	Sell	7,033 -17,026	-71%	-$750K	0.3%	53
2024 Q4	$1.08M	Buy	+24,059	New	+$1.12M	1.18%	24

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's SPSM Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 5,676 shares — an estimated $263K sold.

Stonehaven Wealth & Tax Solutions first reported a position in SPSM in Q4 2024 and held it in 4 quarters. The position peaked at $1.08M in Q4 2024. 985 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

Stonehaven Wealth & Tax Solutions reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 5,676 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $263K.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 4 quarters.
Stonehaven Wealth & Tax Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.08M in Q4 2024.
985 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.