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

Atomi Financial Group’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 		$328K Sell
6,789
-560
-8% -$27.7K 0.01% 902
2025
Q4 		$344K Sell
7,349
-840
-10% -$39.2K 0.01% 870
2025
Q3 		$379K Sell
8,189
-4,126
-34% -$185K 0.01% 766
2025
Q2 		$525K Sell
12,315
-6,541
-35% -$264K 0.02% 570
2025
Q1 		$769K Buy
18,856
+10,675
+130% +$470K 0.04% 378
2024
Q4 		$368K Sell
8,181
-2,030
-20% -$94.4K 0.02% 619
2024
Q3 		$465K Sell
10,211
-983
-9% -$43.2K 0.03% 479
2024
Q2 		$465K Sell
11,194
-4,410
-28% -$184K 0.03% 425
2024
Q1 		$672K Buy
15,604
+3,315
+27% +$137K 0.06% 258
2023
Q4 		$518K Buy
12,289
+2,378
+24% +$89.6K 0.07% 261
2023
Q3 		$366K Buy
9,911
+1,974
+25% +$76.9K 0.12% 202
2023
Q2 		$308K Buy
7,937
+19
+0.2% +$706 0.14% 178
2023
Q1 		$299K Buy
+7,918
New +$309K 0.17% 151

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

Atomi Financial Group's SPSM Position: Q1 2026 in Review

Atomi Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.6% in Q1 2026, selling an estimated $27.7K and leaving 6,789 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #902.

Atomi Financial Group first reported a position in SPSM in Q1 2023 and has held it in 13 quarters since. The position peaked at $769K in Q1 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Atomi Financial Group held 6,789 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $328K as of Q1 2026.
  • Atomi Financial Group sold 560 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $27.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #902 holding.
  • Atomi Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $769K in Q1 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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