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

SVB 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 Q2	–	Sell	-2,399	Closed	-$97.8K	–	1468
2025 Q1	$97.8K	Sell	2,399 -2,551	-52%	-$112K	﹤0.01%	409
2024 Q4	$222K	Buy	+4,950	New	+$230K	﹤0.01%	653
2024 Q3	–	Sell	-5,014	Closed	-$208K	–	523
2024 Q2	$208K	Sell	5,014 -3,655	-42%	-$152K	0.01%	665
2024 Q1	$373K	Sell	8,669 -8,547	-50%	-$353K	0.01%	563
2023 Q4	$726K	Sell	17,216 -1,004	-6%	-$37.8K	0.02%	397
2023 Q3	$672K	Buy	+18,220	New	+$710K	0.01%	386
2022 Q2	–	Sell	-474	Closed	-$19K	–	842
2022 Q1	$19K	Hold	474	–	–	﹤0.01%	760
2021 Q4	$21K	Hold	474	–	–	﹤0.01%	778
2021 Q3	$20K	Hold	474	–	–	﹤0.01%	980
2021 Q2	$20K	Buy	+474	New	+$20.6K	﹤0.01%	962

Other funds holding SPSM

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

SVB Wealth's SPSM Position: Q2 2025 in Review

SVB Wealth sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 2,399 shares — an estimated $97.8K sold.

SVB Wealth first reported a position in SPSM in Q2 2021 and held it in 10 quarters. The position peaked at $726K in Q4 2023. 890 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

SVB Wealth reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 2,399 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $97.8K.
SVB Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and held it in 10 quarters.
SVB Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $726K in Q4 2023.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.