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

FF 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	$1.59M	Hold	30,214	–	–	0.65%	36
2025 Q4	$1.42M	Sell	30,214 -252	-0.8%	-$11.8K	0.63%	35
2025 Q3	$1.41M	Sell	30,466 -1	-0%	-$45	0.67%	33
2025 Q2	$1.3M	Hold	30,467	–	–	0.67%	34
2025 Q1	$1.21M	Sell	30,467 -4,584	-13%	-$202K	0.69%	34
2024 Q4	$1.67M	Sell	35,051 -7,835	-18%	-$364K	1.13%	26
2024 Q3	$1.95M	Buy	42,886 +820	+2%	+$36K	1.26%	22
2024 Q2	$1.75M	Hold	42,066	–	–	1.23%	23
2024 Q1	$1.81M	Buy	42,066 +1,725	+4%	+$71.3K	1.25%	24
2023 Q4	$1.7M	Buy	+40,341	New	+$1.52M	1.42%	23

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

FF Advisors's SPSM Position: Q1 2026 in Review

FF Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 30,214 shares worth $1.59M. The position accounts for 0.65% of the portfolio, ranked #36.

FF Advisors first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

FF Advisors held 30,214 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.59M as of Q1 2026.
FF Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.65% of FF Advisors's portfolio in Q1 2026, its #36 holding.
FF Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
FF Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.95M in Q3 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on FF Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.