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WIM
Westside Investment Management’s
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
Stock Holding History
Westside Investment 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
2026
Q1
$16.7K
Hold
346
–
–
﹤0.01%
962
2025
Q4
$16.2K
Hold
346
–
–
﹤0.01%
942
2025
Q3
$16K
Hold
346
–
–
﹤0.01%
963
2025
Q2
$14.7K
Hold
346
–
–
﹤0.01%
803
2025
Q1
$14.1K
Hold
346
–
–
﹤0.01%
630
2024
Q4
$15.5K
Hold
346
–
–
﹤0.01%
611
2024
Q3
$15.7K
Sell
346
-331
-49%
-$14.5K
﹤0.01%
616
2024
Q2
$28.1K
Hold
677
–
–
0.01%
483
2024
Q1
$29.1K
Hold
677
–
–
0.01%
457
2023
Q4
$28.6K
Sell
677
-259
-28%
-$9.76K
0.01%
445
2023
Q3
$34.5K
Sell
936
-36
-4%
-$1.4K
0.01%
394
2023
Q2
$37.8K
Buy
972
+641
+194%
+$23.8K
0.01%
391
2023
Q1
$12.5K
Hold
331
–
–
﹤0.01%
546
2022
Q4
$12
Hold
331
–
–
﹤0.01%
589
2022
Q3
$11
Hold
331
–
–
﹤0.01%
595
2022
Q2
$11
Hold
331
–
–
﹤0.01%
596
2022
Q1
$13
Hold
331
–
–
﹤0.01%
585
2021
Q4
$14
Hold
331
–
–
﹤0.01%
550
2021
Q3
$14
Hold
331
–
–
﹤0.01%
537
2021
Q2
$14
Buy
+331
New
+$14.4K
﹤0.01%
535
Other funds holding SPSM
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$376B AUM
19.32%
1-Year Est. Return
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$49.2B AUM
14.31%
1-Year Est. Return
Betterment LLC
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$52.8B AUM
15.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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