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

Surience Private 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
Q3 		– Sell
-234,633
Closed -$10M – 41
2025
Q2 		$10M Buy
+234,633
New +$9.46M 9.39% 4

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 $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Surience Private Wealth's SPSM Position: Q3 2025 in Review

Surience Private Wealth sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 234,633 shares — an estimated $10M sold.

Surience Private Wealth first reported a position in SPSM in Q2 2025 and held it in 1 quarter. The position peaked at $10M in Q2 2025. 897 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Surience Private Wealth reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Surience Private Wealth sold 234,633 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $10M.
  • Surience Private Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and held it in 1 quarter.
  • Surience Private Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10M in Q2 2025.
  • 897 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Surience Private Wealth's 13F filing for Q3 2025, filed 9 Oct 2025.