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

Blueprint Financial Advisors’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	$1.19M	Sell	24,686 -3,465	-12%	-$172K	0.18%	66
2025 Q4	$1.32M	Buy	28,151 +10,417	+59%	+$486K	0.2%	64
2025 Q3	$821K	Buy	+17,734	New	+$795K	0.18%	74

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 $374B AUM 17.66% 1-Year Est. Return

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

Blueprint Financial Advisors's SPSM Position: Q1 2026 in Review

Blueprint Financial Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q1 2026, selling an estimated $172K and leaving 24,686 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #66.

Blueprint Financial Advisors first reported a position in SPSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q4 2025. 1,000 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Blueprint Financial Advisors held 24,686 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.19M as of Q1 2026.
Blueprint Financial Advisors sold 3,465 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $172K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.18% of Blueprint Financial Advisors's portfolio in Q1 2026, its #66 holding.
Blueprint Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 3 quarters since.
Blueprint Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.32M in Q4 2025.
1,000 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.