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

American Investment Services’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 		$682K Hold
14,119
– – 0.15% 79
2025
Q4 		$662K Sell
14,119
-4,735
-25% -$221K 0.15% 81
2025
Q3 		$873K Sell
18,854
-390
-2% -$17.5K 0.21% 70
2025
Q2 		$820K Sell
19,244
-440
-2% -$17.7K 0.21% 72
2025
Q1 		$802K Hold
19,684
– – 0.14% 88
2024
Q4 		$884K Sell
19,684
-155
-0.8% -$7.21K 0.16% 83
2024
Q3 		$903K Sell
19,839
-66
-0.3% -$2.9K 0.15% 84
2024
Q2 		$827K Hold
19,905
– – 0.15% 84
2024
Q1 		$857K Hold
19,905
– – 0.15% 82
2023
Q4 		$840K Hold
19,905
– – 0.16% 81
2023
Q3 		$734K Sell
19,905
-604
-3% -$23.5K 0.16% 80
2023
Q2 		$797K Sell
20,509
-2,511
-11% -$93.3K 0.16% 80
2023
Q1 		$851K Hold
23,020
– – 0.18% 76
2022
Q4 		$851K Hold
23,020
– – 0.18% 76
2022
Q3 		$784K Buy
23,020
+2,347
+11% +$88.8K 0.19% 69
2022
Q2 		$744K Buy
20,673
+5,189
+34% +$201K 0.17% 69
2022
Q1 		$651K Sell
15,484
-6,425
-29% -$270K 0.14% 77
2021
Q4 		$979K Hold
21,909
– – 0.21% 63
2021
Q3 		$933K Sell
21,909
-378
-2% -$16.2K 0.21% 66
2021
Q2 		$979K Sell
22,287
-1,200
-5% -$52.1K 0.23% 61
2021
Q1 		$993K Sell
23,487
-589
-2% -$24K 0.27% 57
2020
Q4 		$862K Sell
24,076
-1,114
-4% -$35.7K 0.26% 53
2020
Q3 		$690K Buy
25,190
+155
+0.6% +$4.32K 0.23% 74
2020
Q2 		$665K Sell
25,035
-13,186
-34% -$324K 0.23% 74
2020
Q1 		$835K Sell
38,221
-8,754
-19% -$254K 0.32% 57
2019
Q4 		$1.53M Buy
46,975
+920
+2% +$28.7K 0.46% 34
2019
Q3 		$1.38M Buy
46,055
+2,754
+6% +$83.1K 0.43% 34
2019
Q2 		$1.33M Buy
43,301
+1,007
+2% +$30.6K 0.42% 34
2019
Q1 		$1.28M Buy
42,294
+850
+2% +$25.2K 0.41% 33
2018
Q4 		$1.09M Buy
+41,444
New +$1.22M 0.39% 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

American Investment Services's SPSM Position: Q1 2026 in Review

American Investment Services held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 14,119 shares worth $682K. The position accounts for 0.15% of the portfolio, ranked #79.

American Investment Services first reported a position in SPSM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.53M in Q4 2019. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • American Investment Services held 14,119 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $682K as of Q1 2026.
  • American Investment Services left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of American Investment Services's portfolio in Q1 2026, its #79 holding.
  • American Investment Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • American Investment Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.53M in Q4 2019.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.