VIP
SPSM icon

Vantage Investment Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Vantage Investment Partners’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
Q3 		– Sell
-7,905
Closed -$337K – 67
2025
Q2 		$337K Buy
7,905
+80
+1% +$3.23K 0.02% 63
2025
Q1 		$319K Hold
7,825
– – 0.03% 63
2024
Q4 		$351K Sell
7,825
-915
-10% -$42.6K 0.03% 57
2024
Q3 		$398K Buy
8,740
+35
+0.4% +$1.54K 0.03% 56
2024
Q2 		$362K Hold
8,705
– – 0.03% 55
2024
Q1 		$375K Hold
8,705
– – 0.03% 56
2023
Q4 		$367K Buy
8,705
+175
+2% +$6.59K 0.04% 60
2023
Q3 		$315K Buy
8,530
+1,652
+24% +$64.3K 0.04% 62
2023
Q2 		$267K Sell
6,878
-469
-6% -$17.4K 0.03% 63
2023
Q1 		$277K Buy
7,347
+620
+9% +$24.2K 0.04% 66
2022
Q4 		$249K Hold
6,727
– – 0.04% 66
2022
Q3 		$229K Hold
6,727
– – 0.04% 70
2022
Q2 		$242K Hold
6,727
– – 0.02% 74
2022
Q1 		$283K Buy
6,727
+1,411
+27% +$59.4K 0.01% 83
2021
Q4 		$238K Sell
5,316
-400
-7% -$17.8K 0.01% 80
2021
Q3 		$244K Hold
5,716
– – 0.01% 75
2021
Q2 		$251K Buy
5,716
+48
+0.8% +$2.08K 0.01% 77
2021
Q1 		$240K Hold
5,668
– – 0.01% 79
2020
Q4 		$203K Sell
5,668
-11,753
-67% -$376K 0.01% 73
2020
Q3 		$477K Sell
17,421
-468
-3% -$13K 0.03% 69
2020
Q2 		$475K Buy
17,889
+1,537
+9% +$37.8K 0.04% 64
2020
Q1 		$357K Sell
16,352
-845
-5% -$24.5K 0.03% 71
2019
Q4 		$561K Buy
17,197
+2
+0% +$62 0.05% 77
2019
Q3 		$516K Buy
17,195
+2,286
+15% +$69K 0.05% 77
2019
Q2 		$457K Buy
14,909
+30
+0.2% +$912 0.05% 75
2019
Q1 		$450K Buy
14,879
+1
+0% +$30 0.04% 82
2018
Q4 		$392K Buy
14,878
+3,722
+33% +$110K 0.03% 87
2018
Q3 		$370K Buy
+11,156
New +$371K 0.02% 86

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantage Investment Partners's SPSM Position: Q3 2025 in Review

Vantage Investment Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2025, closing a stake of 7,905 shares — an estimated $337K sold.

Vantage Investment Partners first reported a position in SPSM in Q3 2018 and held it in 28 quarters. The position peaked at $561K in Q4 2019. 900 funds tracked by Wall St. Rank hold SPSM as of Q3 2025.

  • Vantage Investment Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Vantage Investment Partners sold 7,905 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2025, an estimated $337K.
  • Vantage Investment Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and held it in 28 quarters.
  • Vantage Investment Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $561K in Q4 2019.
  • 900 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2025.

Based on Vantage Investment Partners's 13F filing for Q3 2025, filed 30 Oct 2025.