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

Fiduciary Group’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 		$5.66M Buy
117,098
+7,977
+7% +$395K 0.48% 53
2025
Q4 		$5.11M Buy
109,121
+11,574
+12% +$540K 0.43% 62
2025
Q3 		$4.52M Buy
97,547
+17,048
+21% +$764K 0.4% 63
2025
Q2 		$3.43M Buy
80,499
+27,325
+51% +$1.1M 0.32% 80
2025
Q1 		$2.17M Buy
53,174
+15,816
+42% +$697K 0.22% 98
2024
Q4 		$1.68M Buy
37,358
+15,659
+72% +$728K 0.17% 112
2024
Q3 		$988K Buy
21,699
+707
+3% +$31.1K 0.1% 147
2024
Q2 		$872K Sell
20,992
-703
-3% -$29.3K 0.09% 154
2024
Q1 		$934K Buy
21,695
+510
+2% +$21.1K 0.1% 143
2023
Q4 		$894K Buy
21,185
+14,935
+239% +$563K 0.1% 135
2023
Q3 		$231K Buy
+6,250
New +$243K 0.03% 226

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

Fiduciary Group's SPSM Position: Q1 2026 in Review

Fiduciary Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.3% in Q1 2026, buying an estimated $395K and bringing the position to 117,098 shares worth $5.66M. The position accounts for 0.48% of the portfolio, ranked #53.

Fiduciary Group first reported a position in SPSM in Q3 2023 and has held it in 11 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Fiduciary Group held 117,098 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.66M as of Q1 2026.
  • Fiduciary Group bought 7,977 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $395K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.48% of Fiduciary Group's portfolio in Q1 2026, its #53 holding.
  • Fiduciary Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 11 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 Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.