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

Burling Wealth 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 		$258K Buy
5,344
+800
+18% +$39.6K 0.04% 164
2025
Q4 		$213K Sell
4,544
-217
-5% -$10.1K 0.03% 181
2025
Q3 		$221K Buy
+4,761
New +$213K 0.04% 170

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

Burling Wealth Partners's SPSM Position: Q1 2026 in Review

Burling Wealth Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 18% in Q1 2026, buying an estimated $39.6K and bringing the position to 5,344 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #164.

Burling Wealth Partners first reported a position in SPSM in Q3 2025 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Burling Wealth Partners held 5,344 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $258K as of Q1 2026.
  • Burling Wealth Partners bought 800 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $39.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Burling Wealth Partners's portfolio in Q1 2026, its #164 holding.
  • Burling Wealth Partners 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.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.