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

Creative Financial Designs’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 		$475K Sell
9,841
-795
-7% -$39.4K 0.03% 345
2025
Q4 		$498K Buy
10,636
+591
+6% +$27.6K 0.03% 325
2025
Q3 		$465K Buy
10,045
+4,990
+99% +$224K 0.03% 338
2025
Q2 		$215K Buy
5,055
+415
+9% +$16.7K 0.02% 461
2025
Q1 		$189K Buy
4,640
+582
+14% +$25.6K 0.02% 455
2024
Q4 		$182K Sell
4,058
-3,181
-44% -$148K 0.01% 462
2024
Q3 		$329K Buy
7,239
+226
+3% +$9.93K 0.03% 351
2024
Q2 		$291K Sell
7,013
-407
-5% -$17K 0.03% 359
2024
Q1 		$319K Sell
7,420
-2,509
-25% -$104K 0.03% 327
2023
Q4 		$419K Buy
9,929
+44
+0.4% +$1.66K 0.04% 264
2023
Q3 		$365K Buy
9,885
+334
+3% +$13K 0.04% 257
2023
Q2 		$371K Buy
9,551
+4,861
+104% +$181K 0.04% 249
2023
Q1 		$177K Sell
4,690
-42
-0.9% -$1.64K 0.02% 349
2022
Q4 		$175K Buy
4,732
+1
+0% +$37 0.03% 336
2022
Q3 		$161K Buy
4,731
+714
+18% +$27K 0.03% 340
2022
Q2 		$145K Sell
4,017
-153
-4% -$5.94K 0.02% 354
2022
Q1 		$175K Sell
4,170
-28
-0.7% -$1.18K 0.03% 334
2021
Q4 		$188K Buy
4,198
+12
+0.3% +$533 0.03% 320
2021
Q3 		$178K Sell
4,186
-51
-1% -$2.19K 0.03% 319
2021
Q2 		$186K Sell
4,237
-381
-8% -$16.6K 0.03% 311
2021
Q1 		$195K Buy
4,618
+575
+14% +$23.4K 0.04% 277
2020
Q4 		$145K Sell
4,043
-61
-1% -$1.95K 0.03% 308
2020
Q3 		$112K Buy
4,104
+2,937
+252% +$81.9K 0.03% 322
2020
Q2 		$31K Buy
1,167
+70
+6% +$1.72K 0.01% 507
2020
Q1 		$24K Buy
+1,097
New +$31.8K 0.01% 280

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

Creative Financial Designs's SPSM Position: Q1 2026 in Review

Creative Financial Designs reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.5% in Q1 2026, selling an estimated $39.4K and leaving 9,841 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #345.

Creative Financial Designs first reported a position in SPSM in Q1 2020 and has held it in 25 quarters since. The position peaked at $498K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Creative Financial Designs held 9,841 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $475K as of Q1 2026.
  • Creative Financial Designs sold 795 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $39.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #345 holding.
  • Creative Financial Designs first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $498K in Q4 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.