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

Claro 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	$492K	Buy	10,191 +345	+4%	+$17.1K	0.06%	243
2025 Q4	$461K	Buy	9,846 +42	+0.4%	+$1.96K	0.06%	235
2025 Q3	$454K	Sell	9,804 -180	-2%	-$8.07K	0.07%	243
2025 Q2	$425K	Sell	9,984 -2,385	-19%	-$96.2K	0.07%	231
2025 Q1	$504K	Buy	12,369 +3,159	+34%	+$139K	0.07%	263
2024 Q4	$414K	Buy	9,210 +293	+3%	+$13.6K	0.06%	283
2024 Q3	$406K	Buy	8,917 +90	+1%	+$3.95K	0.05%	301
2024 Q2	$367K	Sell	8,827 -29,379	-77%	-$1.22M	0.06%	284
2024 Q1	$1.64M	Buy	38,206 +1,698	+5%	+$70.2K	0.29%	70
2023 Q4	$1.54M	Buy	36,508 +2,649	+8%	+$99.8K	0.33%	62
2023 Q3	$1.25M	Buy	33,859 +113	+0.3%	+$4.4K	0.31%	73
2023 Q2	$1.31M	Buy	33,746 +4,226	+14%	+$157K	0.33%	68
2023 Q1	$1.11M	Buy	29,520 +327	+1%	+$12.8K	0.33%	70
2022 Q4	$1.08M	Buy	29,193 +3,560	+14%	+$133K	0.35%	71
2022 Q3	$922K	Hold	25,633	–	–	0.37%	63
2022 Q2	$922K	Buy	25,633 +6,224	+32%	+$242K	0.37%	63
2022 Q1	$867K	Hold	19,409	–	–	0.31%	82
2021 Q4	$867K	Buy	+19,409	New	+$863K	0.31%	82

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

Claro Advisors's SPSM Position: Q1 2026 in Review

Claro Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.5% in Q1 2026, buying an estimated $17.1K and bringing the position to 10,191 shares worth $492K. The position accounts for 0.06% of the portfolio, ranked #243.

Claro Advisors first reported a position in SPSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q1 2024. 1,000 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Claro Advisors held 10,191 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $492K as of Q1 2026.
Claro Advisors bought 345 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $17.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #243 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
Claro Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.64M in Q1 2024.
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 Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.