West Branch Capital’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

West Branch Capital’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	-2,341	Closed	-$105K	–	571
2024 Q4	$105K	Hold	2,341	–	–	0.03%	113
2024 Q3	$107K	Hold	2,341	–	–	0.04%	117
2024 Q2	$97.2K	Hold	2,341	–	–	0.04%	127
2024 Q1	$101K	Hold	2,341	–	–	0.04%	125
2023 Q4	$98.7K	Hold	2,341	–	–	0.05%	121
2023 Q3	$86.4K	Hold	2,341	–	–	0.05%	123
2023 Q2	$90.9K	Hold	2,341	–	–	0.05%	119
2023 Q1	$88.4K	Hold	2,341	–	–	0.05%	120
2022 Q4	$86.5K	Hold	2,341	–	–	0.05%	127
2022 Q3	$80K	Hold	2,341	–	–	0.05%	133
2022 Q2	$84K	Hold	2,341	–	–	0.05%	133
2022 Q1	$98K	Sell	2,341 -1,895	-45%	-$79.8K	0.05%	133
2021 Q4	$189K	Buy	4,236 +12	+0.3%	+$533	0.08%	90
2021 Q3	$180K	Buy	4,224 +5	+0.1%	+$214	0.09%	90
2021 Q2	$185K	Buy	+4,219	New	+$183K	0.09%	93

Other funds holding SPSM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

West Branch Capital's SPSM Position: Q1 2025 in Review

West Branch Capital sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2025, closing a stake of 2,341 shares — an estimated $105K sold.

West Branch Capital first reported a position in SPSM in Q2 2021 and held it in 15 quarters. The position peaked at $189K in Q4 2021. 894 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

West Branch Capital reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 2,341 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $105K.
West Branch Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and held it in 15 quarters.
West Branch Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $189K in Q4 2021.
894 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.