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

Eldridge 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	$1.07M	Sell	22,187 -16	-0.1%	-$792	0.24%	66
2025 Q4	$1.04M	Sell	22,203 -13,317	-37%	-$621K	0.23%	73
2025 Q3	$1.65M	Buy	35,520 +11,318	+47%	+$507K	0.37%	48
2025 Q2	$1.03M	Sell	24,202 -3,628	-13%	-$146K	0.22%	75
2025 Q1	$1.13M	Buy	27,830 +2,483	+10%	+$109K	0.26%	70
2024 Q4	$1.14M	Sell	25,347 -1,837	-7%	-$85.4K	0.26%	71
2024 Q3	$1.24M	Buy	27,184 +3,401	+14%	+$149K	0.29%	67
2024 Q2	$988K	Sell	23,783 -3,626	-13%	-$151K	0.25%	79
2024 Q1	$1.18M	Sell	27,409 -35,456	-56%	-$1.47M	0.3%	72
2023 Q4	$2.65M	Buy	62,865 +49,052	+355%	+$1.85M	0.69%	35
2023 Q3	$510K	Sell	13,813 -21,369	-61%	-$832K	0.17%	89
2023 Q2	$1.37M	Buy	+35,182	New	+$1.31M	0.45%	42

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

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

Eldridge Investment Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.07% in Q1 2026, selling an estimated $792 and leaving 22,187 shares worth $1.07M. The position accounts for 0.24% of the portfolio, ranked #66.

Eldridge Investment Advisors first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.65M in Q4 2023. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Eldridge Investment Advisors held 22,187 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.07M as of Q1 2026.
Eldridge Investment Advisors sold 16 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $792.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.24% of Eldridge Investment Advisors's portfolio in Q1 2026, its #66 holding.
Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
Eldridge Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.65M in Q4 2023.
1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.