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

US Financial Advisors’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 Q1	$512K	Sell	12,558 -11	-0.1%	-$485	0.15%	57
2024 Q4	$565K	Sell	12,569 -2,128	-14%	-$99K	0.17%	51
2024 Q3	$669K	Buy	14,697 +419	+3%	+$18.4K	0.21%	47
2024 Q2	$593K	Sell	14,278 -261	-2%	-$10.9K	0.2%	50
2024 Q1	$626K	Buy	14,539 +283	+2%	+$11.7K	0.22%	47
2023 Q4	$601K	Buy	14,256 +42	+0.3%	+$1.58K	0.22%	45
2023 Q3	$524K	Buy	14,214 +143	+1%	+$5.57K	0.22%	47
2023 Q2	$547K	Buy	14,071 +8,330	+145%	+$310K	0.23%	44
2023 Q1	$217K	Buy	+5,741	New	+$224K	0.1%	69
2022 Q4	–	Sell	-9,047	Closed	-$308K	–	86
2022 Q3	$308K	Buy	9,047 +50	+0.6%	+$1.89K	0.17%	40
2022 Q2	$324K	Buy	8,997 +157	+2%	+$6.09K	0.18%	39
2022 Q1	$372K	Buy	8,840 +902	+11%	+$38K	0.18%	44
2021 Q4	$355K	Buy	7,938 +322	+4%	+$14.3K	0.16%	48
2021 Q3	$324K	Buy	7,616 +76	+1%	+$3.26K	0.16%	45
2021 Q2	$331K	Sell	7,540 -295	-4%	-$12.8K	0.16%	46
2021 Q1	$331K	Buy	7,835 +556	+8%	+$22.7K	0.09%	110
2020 Q4	$261K	Buy	+7,279	New	+$233K	0.08%	109

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Financial Advisors's SPSM Position: Q1 2025 in Review

US Financial Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.09% in Q1 2025, selling an estimated $485 and leaving 12,558 shares worth $512K. The position accounts for 0.15% of the portfolio, ranked #57.

US Financial Advisors first reported a position in SPSM in Q4 2020 and has held it in 17 quarters since. The position peaked at $669K in Q3 2024. 891 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

US Financial Advisors held 12,558 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $512K as of Q1 2025.
US Financial Advisors sold 11 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $485.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of US Financial Advisors's portfolio in Q1 2025, its #57 holding.
US Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 17 quarters since.
US Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $669K in Q3 2024.
891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.