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Wambolt & Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Wambolt & Associates’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
Q2 		$482K Sell
11,143
-4,093
-27% -$165K 0.16% 117
2025
Q1 		$623K Buy
15,236
+3
+0% +$132 0.21% 102
2024
Q4 		$684K Buy
15,233
+67
+0.4% +$3.12K 0.22% 101
2024
Q3 		$681K Buy
15,166
+3,377
+29% +$148K 0.19% 110
2024
Q2 		$485K Buy
11,789
+19
+0.2% +$792 0.14% 128
2024
Q1 		$502K Buy
11,770
+3
+0% +$124 0.15% 139
2023
Q4 		$496K Buy
+11,767
New +$443K 0.16% 158

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return

Wambolt & Associates's SPSM Position: Q2 2025 in Review

Wambolt & Associates reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 27% in Q2 2025, selling an estimated $165K and leaving 11,143 shares worth $482K. The position accounts for 0.16% of the portfolio, ranked #117.

Wambolt & Associates first reported a position in SPSM in Q4 2023 and has held it in 7 quarters since. The position peaked at $684K in Q4 2024. 889 funds tracked by Wall St. Rank hold SPSM as of Q2 2025.

  • Wambolt & Associates held 11,143 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $482K as of Q2 2025.
  • Wambolt & Associates sold 4,093 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2025, an estimated $165K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.16% of Wambolt & Associates's portfolio in Q2 2025, its #117 holding.
  • Wambolt & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 7 quarters since.
  • Wambolt & Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $684K in Q4 2024.
  • 889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.