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Van Hulzen Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-201
Closed -$9.03K – 992
2024
Q4 		$9.03K Buy
+201
New +$9.35K ﹤0.01% 795
2022
Q2 		– Sell
-5,499
Closed -$231K – 320
2022
Q1 		$231K Sell
5,499
-190
-3% -$8K 0.02% 270
2021
Q4 		$254K Sell
5,689
-306
-5% -$13.6K 0.03% 258
2021
Q3 		$255K Buy
5,995
+83
+1% +$3.56K 0.04% 229
2021
Q2 		$260K Buy
5,912
+60
+1% +$2.61K 0.04% 219
2021
Q1 		$247K Sell
5,852
-459
-7% -$18.7K 0.04% 220
2020
Q4 		$226K Sell
6,311
-1,080
-15% -$34.6K 0.03% 250
2020
Q3 		$202K Sell
7,391
-2,235
-23% -$62.3K 0.03% 247
2020
Q2 		$256K Sell
9,626
-2,116
-18% -$52K 0.04% 209
2020
Q1 		$256K Sell
11,742
-1,930
-14% -$55.9K 0.06% 206
2019
Q4 		$446K Sell
13,672
-655
-5% -$20.4K 0.09% 160
2019
Q3 		$430K Buy
14,327
+75
+0.5% +$2.26K 0.09% 156
2019
Q2 		$437K Buy
14,252
+545
+4% +$16.6K 0.1% 153
2019
Q1 		$414K Sell
13,707
-4,306
-24% -$128K 0.11% 130
2018
Q4 		$475K Buy
+18,013
New +$531K 0.14% 112

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Van Hulzen Asset Management's SPSM Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 201 shares — an estimated $9.03K sold.

Van Hulzen Asset Management first reported a position in SPSM in Q4 2018 and held it in 15 quarters. The position peaked at $475K in Q4 2018. 894 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 201 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $9.03K.
  • Van Hulzen Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 15 quarters.
  • Van Hulzen Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $475K in Q4 2018.
  • 894 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.