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

Estate Counselors’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	$642K	Buy	+13,295	New	+$658K	0.06%	73

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

Estate Counselors's SPSM Position: Q1 2026 in Review

Estate Counselors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 13,295 shares worth $642K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings.

999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Estate Counselors held 13,295 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $642K as of Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Estate Counselors position in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Estate Counselors's portfolio in Q1 2026, its #73 holding.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.