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

Visionary Wealth 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 		– Sell
-5,898
Closed -$265K – 560
2024
Q4 		$265K Sell
5,898
-807
-12% -$37.5K 0.02% 468
2024
Q3 		$305K Buy
6,705
+1,341
+25% +$58.9K 0.02% 428
2024
Q2 		$223K Sell
5,364
-238
-4% -$9.92K 0.01% 477
2024
Q1 		$241K Buy
5,602
+290
+5% +$12K 0.02% 443
2023
Q4 		$224K Sell
5,312
-8,176
-61% -$308K 0.02% 444
2023
Q3 		$498K Sell
13,488
-1,045
-7% -$40.7K 0.04% 301
2023
Q2 		$564K Buy
+14,533
New +$540K 0.05% 277

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visionary Wealth Advisors's SPSM Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 5,898 shares — an estimated $265K sold.

Visionary Wealth Advisors first reported a position in SPSM in Q2 2023 and held it in 7 quarters. The position peaked at $564K in Q2 2023. 890 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Visionary Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 5,898 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $265K.
  • Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 7 quarters.
  • Visionary Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $564K in Q2 2023.
  • 890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.