Toth Financial Advisory’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Toth Financial Advisory’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	-1,446	Closed	-$67K	–	982
2025 Q3	$67K	Buy	+1,446	New	+$64.8K	0.01%	308
2020 Q3	–	Sell	-167	Closed	-$4K	–	599
2020 Q2	$4K	Buy	167 +33	+25%	+$811	﹤0.01%	430
2020 Q1	$3K	Hold	134	–	–	﹤0.01%	368
2019 Q4	$4K	Buy	+134	New	+$4.18K	﹤0.01%	372

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 22.9% 1-Year Est. Return

CCWA

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

Toth Financial Advisory's SPSM Position: Q4 2025 in Review

Toth Financial Advisory sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q4 2025, closing a stake of 1,446 shares — an estimated $67K sold.

Toth Financial Advisory first reported a position in SPSM in Q4 2019 and held it in 4 quarters. The position peaked at $67K in Q3 2025. 986 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

Toth Financial Advisory reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q4 2025 after selling out during the quarter.
Toth Financial Advisory sold 1,446 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $67K.
Toth Financial Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 4 quarters.
Toth Financial Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $67K in Q3 2025.
986 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.