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

Ausdal Financial 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	$3.03M	Buy	62,758 +1,070	+2%	+$53K	0.13%	166
2025 Q4	$2.89M	Buy	61,688 +1,625	+3%	+$75.8K	0.13%	171
2025 Q3	$2.78M	Buy	60,063 +3,684	+7%	+$165K	0.14%	172
2025 Q2	$2.4M	Sell	56,379 -922	-2%	-$37.2K	0.16%	142
2025 Q1	$2.34M	Sell	57,301 -13,032	-19%	-$574K	0.18%	130
2024 Q4	$3.16M	Buy	70,333 +3,764	+6%	+$175K	0.27%	91
2024 Q3	$3.03M	Sell	66,569 -4,985	-7%	-$219K	0.31%	79
2024 Q2	$2.97M	Sell	71,554 -9,971	-12%	-$415K	0.32%	76
2024 Q1	$3.51M	Buy	81,525 +596	+0.7%	+$24.6K	0.41%	57
2023 Q4	$3.41M	Buy	80,929 +7,472	+10%	+$282K	0.42%	52
2023 Q3	$2.71M	Sell	73,457 -61	-0.1%	-$2.38K	0.37%	67
2023 Q2	$2.86M	Buy	73,518 +5,414	+8%	+$201K	0.39%	61
2023 Q1	$2.57M	Buy	68,104 +11,269	+20%	+$440K	0.35%	66
2022 Q4	$2.1M	Buy	56,835 +2,929	+5%	+$110K	0.31%	83
2022 Q3	$1.84M	Buy	53,906 +5,425	+11%	+$205K	0.29%	88
2022 Q2	$1.74M	Buy	48,481 +21,980	+83%	+$853K	0.26%	108
2022 Q1	$1.11M	Sell	26,501 -98,946	-79%	-$4.17M	0.15%	170
2021 Q4	$5.61M	Buy	125,447 +104,934	+512%	+$4.66M	0.75%	21
2021 Q3	$874K	Buy	+20,513	New	+$879K	0.13%	193
2020 Q4	–	Sell	-16,917	Closed	-$463K	–	436
2020 Q3	$463K	Buy	+16,917	New	+$472K	0.11%	200
2020 Q1	–	Sell	-14,184	Closed	-$455K	–	344
2019 Q4	$455K	Buy	14,184 +4,028	+40%	+$126K	0.13%	195
2019 Q3	$305K	Buy	10,156 +580	+6%	+$17.5K	0.11%	226
2019 Q2	$299K	Buy	9,576 +2,496	+35%	+$75.9K	0.11%	213
2019 Q1	$214K	Buy	+7,080	New	+$210K	0.09%	241
2018 Q4	–	Sell	-14,525	Closed	-$483K	–	381
2018 Q3	$483K	Buy	14,525 +7,172	+98%	+$239K	0.14%	200
2018 Q2	$237K	Buy	+7,353	New	+$232K	0.07%	325

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ausdal Financial Partners's SPSM Position: Q1 2026 in Review

Ausdal Financial Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.7% in Q1 2026, buying an estimated $53K and bringing the position to 62,758 shares worth $3.03M. The position accounts for 0.13% of the portfolio, ranked #166.

Ausdal Financial Partners first reported a position in SPSM in Q2 2018 and has held it in 26 quarters since. The position peaked at $5.61M in Q4 2021. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Ausdal Financial Partners held 62,758 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.03M as of Q1 2026.
Ausdal Financial Partners bought 1,070 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $53K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Ausdal Financial Partners's portfolio in Q1 2026, its #166 holding.
Ausdal Financial Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 26 quarters since.
Ausdal Financial Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.61M in Q4 2021.
1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.