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SPSM icon

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

DDFG Inc’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 		$3.98M Buy
82,387
+3,558
+5% +$176K 0.86% 29
2025
Q4 		$3.69M Buy
78,829
+2,259
+3% +$105K 0.81% 27
2025
Q3 		$3.55M Buy
76,570
+3,277
+4% +$147K 0.82% 26
2025
Q2 		$3.12M Buy
73,293
+2,953
+4% +$119K 0.79% 24
2025
Q1 		$2.87M Buy
70,340
+5,369
+8% +$237K 0.79% 24
2024
Q4 		$2.92M Buy
64,971
+3,485
+6% +$162K 0.84% 23
2024
Q3 		$2.8M Buy
61,486
+31,356
+104% +$1.38M 0.8% 25
2024
Q2 		$1.25M Buy
30,130
+1,090
+4% +$45.4K 0.39% 29
2024
Q1 		$1.25M Sell
29,040
-14,342
-33% -$593K 0.4% 26
2023
Q4 		$1.83M Buy
43,382
+1,039
+2% +$39.1K 0.62% 24
2023
Q3 		$1.56M Sell
42,343
-1,591
-4% -$62K 0.58% 24
2023
Q2 		$1.71M Buy
43,934
+1,050
+2% +$39K 0.63% 26
2023
Q1 		$1.62M Sell
42,884
-41,163
-49% -$1.61M 0.63% 26
2022
Q4 		$3.11M Buy
+84,047
New +$3.15M 1.29% 22

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

DDFG Inc's SPSM Position: Q1 2026 in Review

DDFG Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.5% in Q1 2026, buying an estimated $176K and bringing the position to 82,387 shares worth $3.98M. The position accounts for 0.86% of the portfolio, ranked #29.

DDFG Inc first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • DDFG Inc held 82,387 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.98M as of Q1 2026.
  • DDFG Inc bought 3,558 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $176K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.86% of DDFG Inc's portfolio in Q1 2026, its #29 holding.
  • DDFG Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 14 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 DDFG Inc's 13F filing for Q1 2026, filed 22 Apr 2026.