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

Bluesphere 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	$2.11M	Buy	+43,640	New	+$2.16M	0.75%	18

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

Bluesphere Advisors's SPSM Position: Q1 2026 in Review

Bluesphere Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 43,640 shares worth $2.11M. The stake represents 0.75% of the portfolio and ranks #18 among its holdings.

999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Bluesphere Advisors held 43,640 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.11M as of Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Bluesphere Advisors position in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.75% of Bluesphere Advisors's portfolio in Q1 2026, its #18 holding.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.