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

Topel & Distasi 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 Q2	–	Sell	-30,733	Closed	-$1.25M	–	69
2025 Q1	$1.25M	Sell	30,733 -6,500	-17%	-$286K	0.58%	38
2024 Q4	$1.67M	Sell	37,233 -6,161	-14%	-$287K	0.72%	34
2024 Q3	$1.97M	Hold	43,394	–	–	0.82%	33
2024 Q2	$1.8M	Hold	43,394	–	–	0.79%	33
2024 Q1	$1.87M	Hold	43,394	–	–	0.83%	33
2023 Q4	$1.83M	Hold	43,394	–	–	0.87%	32
2023 Q3	$1.6M	Hold	43,394	–	–	0.84%	34
2023 Q2	$1.69M	Hold	43,394	–	–	0.85%	34
2023 Q1	$1.64M	Buy	+43,394	New	+$1.69M	0.86%	34

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Topel & Distasi Wealth Management's SPSM Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2025, closing a stake of 30,733 shares — an estimated $1.25M sold.

Topel & Distasi Wealth Management first reported a position in SPSM in Q1 2023 and held it in 9 quarters. The position peaked at $1.97M in Q3 2024. 888 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 30,733 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $1.25M.
Topel & Distasi Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and held it in 9 quarters.
Topel & Distasi Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.97M in Q3 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 Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.