AF
SPSM icon

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

Aldebaran Financial’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 		$786K Sell
16,258
-225
-1% -$11.1K 0.75% 34
2025
Q4 		$782K Sell
16,483
-511
-3% -$23.8K 0.72% 33
2025
Q3 		$787K Sell
16,994
-120
-0.7% -$5.38K 0.79% 31
2025
Q2 		$729K Sell
17,114
-139
-0.8% -$5.61K 0.81% 29
2025
Q1 		$703K Sell
17,253
-707
-4% -$31.1K 0.86% 29
2024
Q4 		$806K Sell
17,960
-130
-0.7% -$6.05K 0.94% 29
2024
Q3 		$823K Sell
18,090
-338
-2% -$14.8K 0.97% 29
2024
Q2 		$765K Buy
18,428
+5,880
+47% +$245K 1% 24
2024
Q1 		$540K Sell
12,548
-4,440
-26% -$184K 0.76% 35
2023
Q4 		$717K Sell
16,988
-616
-3% -$23.2K 1.06% 26
2023
Q3 		$650K Buy
17,604
+1,081
+7% +$42.1K 1.01% 28
2023
Q2 		$642K Sell
16,523
-3,569
-18% -$133K 0.87% 32
2023
Q1 		$759K Sell
20,092
-723
-3% -$28.2K 0.98% 32
2022
Q4 		$770K Sell
20,815
-6,658
-24% -$249K 0.83% 41
2022
Q3 		$946K Buy
27,473
+49
+0.2% +$1.85K 1.04% 33
2022
Q2 		$980K Sell
27,424
-1,296
-5% -$50.3K 1.04% 31
2022
Q1 		$1.21M Buy
28,720
+23,900
+496% +$1.01M 0.94% 33
2021
Q4 		$215K Sell
4,820
-50
-1% -$2.22K 0.16% 87
2021
Q3 		$207K Buy
4,870
+50
+1% +$2.14K 0.17% 84
2021
Q2 		$213K Buy
4,820
+40
+0.8% +$1.74K 0.18% 86
2021
Q1 		$202K Buy
+4,780
New +$195K 0.18% 83
2020
Q3 		– Sell
-9,210
Closed -$245K – 88
2020
Q2 		$245K Buy
+9,210
New +$226K 0.29% 72

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $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 $7.61B AUM 16.44% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aldebaran Financial's SPSM Position: Q1 2026 in Review

Aldebaran Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q1 2026, selling an estimated $11.1K and leaving 16,258 shares worth $786K. The position accounts for 0.75% of the portfolio, ranked #34.

Aldebaran Financial first reported a position in SPSM in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q1 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Aldebaran Financial held 16,258 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $786K as of Q1 2026.
  • Aldebaran Financial sold 225 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $11.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.75% of Aldebaran Financial's portfolio in Q1 2026, its #34 holding.
  • Aldebaran Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 22 quarters since.
  • Aldebaran Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.21M in Q1 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.