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

Corrigan Financial’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
2025
Q1 		$846K Buy
20,747
+81
+0.4% +$3.57K 0.17% 39
2024
Q4 		$928K Buy
20,666
+125
+0.6% +$5.81K 0.21% 39
2024
Q3 		$935K Buy
20,541
+190
+0.9% +$8.35K 0.21% 37
2024
Q2 		$876K Hold
20,351
– – 0.22% 37
2024
Q1 		$876K Sell
20,351
-126
-0.6% -$5.21K 0.22% 37
2023
Q4 		$864K Buy
20,477
+143
+0.7% +$5.39K 0.26% 35
2023
Q3 		$750K Buy
20,334
+82
+0.4% +$3.19K 0.26% 34
2023
Q2 		$787K Buy
20,252
+142
+0.7% +$5.28K 0.25% 36
2023
Q1 		$760K Buy
20,110
+183
+0.9% +$7.14K 0.25% 35
2022
Q4 		$737K Buy
19,927
+78
+0.4% +$2.92K 0.27% 34
2022
Q3 		$676K Buy
19,849
+83
+0.4% +$3.14K 0.26% 34
2022
Q2 		$711K Buy
19,766
+85
+0.4% +$3.3K 0.26% 34
2022
Q1 		$828K Buy
19,681
+73
+0.4% +$3.07K 0.26% 34
2021
Q4 		$876K Buy
19,608
+363
+2% +$16.1K 0.25% 35
2021
Q3 		$820K Buy
19,245
+58
+0.3% +$2.48K 0.25% 38
2021
Q2 		$843K Buy
19,187
+53
+0.3% +$2.3K 0.26% 36
2021
Q1 		$809K Sell
19,134
-3
-0% -$122 0.27% 32
2020
Q4 		$685K Buy
19,137
+95
+0.5% +$3.04K 0.3% 29
2020
Q3 		$521K Buy
19,042
+143
+0.8% +$3.99K 0.26% 27
2020
Q2 		$502K Buy
18,899
+94
+0.5% +$2.31K 0.27% 27
2020
Q1 		$411K Buy
+18,805
New +$545K 0.3% 28

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corrigan Financial's SPSM Position: Q1 2025 in Review

Corrigan Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.39% in Q1 2025, buying an estimated $3.57K and bringing the position to 20,747 shares worth $846K. The position accounts for 0.17% of the portfolio, ranked #39.

Corrigan Financial first reported a position in SPSM in Q1 2020 and has held it in 21 quarters since. The position peaked at $935K in Q3 2024. 891 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Corrigan Financial held 20,747 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $846K as of Q1 2025.
  • Corrigan Financial bought 81 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $3.57K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of Corrigan Financial's portfolio in Q1 2025, its #39 holding.
  • Corrigan Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 21 quarters since.
  • Corrigan Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $935K in Q3 2024.
  • 891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

Based on Corrigan Financial's 13F filing for Q1 2025, filed 15 Apr 2025.