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

Coordinated Financial Services’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	$364K	Buy	7,535 +21	+0.3%	+$1.04K	0.21%	130
2025 Q4	$352K	Buy	7,514 +30	+0.4%	+$1.4K	0.2%	126
2025 Q3	$347K	Sell	7,484 -107	-1%	-$4.8K	0.22%	114
2025 Q2	$323K	Buy	7,591 +464	+7%	+$18.7K	0.22%	113
2025 Q1	$290K	Buy	7,127 +23	+0.3%	+$1.01K	0.22%	113
2024 Q4	$319K	Buy	+7,104	New	+$330K	0.25%	103
2024 Q2	$292K	Buy	7,040 +30	+0.4%	+$1.25K	0.25%	98
2024 Q1	$302K	Buy	+7,010	New	+$290K	0.26%	92

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

Coordinated Financial Services's SPSM Position: Q1 2026 in Review

Coordinated Financial Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.28% in Q1 2026, buying an estimated $1.04K and bringing the position to 7,535 shares worth $364K. The position accounts for 0.21% of the portfolio, ranked #130.

Coordinated Financial Services first reported a position in SPSM in Q1 2024 and has held it in 8 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Coordinated Financial Services held 7,535 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $364K as of Q1 2026.
Coordinated Financial Services bought 21 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.04K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.21% of Coordinated Financial Services's portfolio in Q1 2026, its #130 holding.
Coordinated Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 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 Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.