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Alexis Investment Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Alexis Investment Partners’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 		– Sell
-1,280
Closed -$60K – 86
2025
Q4 		$60K Hold
1,280
– – 0.02% 56
2025
Q3 		$59.3K Buy
+1,280
New +$57.4K 0.01% 54
2025
Q2 		– Sell
-7,226
Closed -$295K – 47
2025
Q1 		$295K Buy
7,226
+530
+8% +$23.3K 0.14% 43
2024
Q4 		$301K Buy
+6,696
New +$311K 0.15% 40

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

Alexis Investment Partners's SPSM Position: Q1 2026 in Review

Alexis Investment Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 1,280 shares — an estimated $60K sold.

Alexis Investment Partners first reported a position in SPSM in Q4 2024 and held it in 4 quarters. The position peaked at $301K in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Alexis Investment Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 1,280 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $60K.
  • Alexis Investment Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 4 quarters.
  • Alexis Investment Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $301K in Q4 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.