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

Concurrent Investment 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 		$3.42M Buy
70,676
+26,060
+58% +$1.29M 0.04% 452
2025
Q4 		$2.09M Buy
44,616
+33,159
+289% +$1.55M 0.02% 559
2025
Q3 		$531K Sell
11,457
-2,286
-17% -$103K 0.01% 895
2025
Q2 		$585K Buy
13,743
+2,607
+23% +$105K 0.01% 793
2025
Q1 		$454K Buy
11,136
+4,190
+60% +$185K 0.01% 775
2024
Q4 		$312K Buy
6,946
+1,397
+25% +$65K 0.01% 813
2024
Q3 		$253K Buy
5,549
+126
+2% +$5.54K 0.01% 845
2024
Q2 		$225K Buy
+5,423
New +$226K 0.01% 832

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

Concurrent Investment Advisors's SPSM Position: Q1 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 58% in Q1 2026, buying an estimated $1.29M and bringing the position to 70,676 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #452.

Concurrent Investment Advisors first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Concurrent Investment Advisors held 70,676 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.42M as of Q1 2026.
  • Concurrent Investment Advisors bought 26,060 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.29M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #452 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 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 Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.