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

Financial Engines 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 Q2	$1.08B	Sell	18,804,022 -1,869,303	-9%	-$99.8M	1.93%	21
2026 Q1	$999M	Sell	20,673,325 -454,124	-2%	-$22.5M	2.03%	18
2025 Q4	$990M	Sell	21,127,449 -1,873,289	-8%	-$87.4M	1.88%	20
2025 Q3	$1.07B	Sell	23,000,738 -831,365	-3%	-$37.3M	2.03%	20
2025 Q2	$1.02B	Buy	23,832,103 +1,274,148	+6%	+$51.4M	2.03%	21
2025 Q1	$919M	Buy	22,557,955 +439,026	+2%	+$19.3M	1.97%	20
2024 Q4	$994M	Sell	22,118,929 -83,106	-0.4%	-$3.87M	2.09%	19
2024 Q3	$1.01B	Buy	22,202,035 +180,181	+0.8%	+$7.92M	2.11%	19
2024 Q2	$915M	Buy	22,021,854 +451,318	+2%	+$18.8M	2.03%	19
2024 Q1	$928M	Buy	21,570,536 +473,774	+2%	+$19.6M	2.09%	18
2023 Q4	$890M	Buy	21,096,762 +479,446	+2%	+$18.1M	2.1%	18
2023 Q3	$761M	Buy	20,617,316 +893,257	+5%	+$34.8M	2%	18
2023 Q2	$766M	Buy	19,724,059 +1,394,841	+8%	+$51.8M	1.94%	19
2023 Q1	$692M	Buy	18,329,218 +1,152,169	+7%	+$45M	1.84%	19
2022 Q4	$635M	Buy	17,177,049 +3,617,472	+27%	+$135M	1.82%	20
2022 Q3	$462M	Sell	13,559,577 -529,768	-4%	-$20.1M	1.51%	23
2022 Q2	$507M	Buy	14,089,345 +1,578,082	+13%	+$61.2M	1.54%	22
2022 Q1	$526M	Buy	12,511,263 +858,662	+7%	+$36.1M	1.41%	24
2021 Q4	$521M	Buy	11,652,601 +2,205,126	+23%	+$98M	1.38%	24
2021 Q3	$402M	Sell	9,447,475 -609,283	-6%	-$26.1M	1.19%	25
2021 Q2	$442M	Buy	10,056,758 +382,216	+4%	+$16.6M	1.28%	24
2021 Q1	$409M	Sell	9,674,542 -1,162,892	-11%	-$47.4M	1.28%	24
2020 Q4	$388M	Buy	10,837,434 +573,886	+6%	+$18.4M	1.32%	22
2020 Q3	$281M	Buy	10,263,548 +759,071	+8%	+$21.2M	1.12%	22
2020 Q2	$253M	Buy	9,504,477 +8,535,458	+881%	+$210M	1.1%	20
2020 Q1	$21.2M	Buy	969,019 +866,193	+842%	+$25.1M	0.11%	44
2019 Q4	$3.35M	Buy	+102,826	New	+$3.21M	0.02%	68

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Engines Advisors's SPSM Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9% in Q2 2026, selling an estimated $99.8M and leaving 18,804,022 shares worth $1.08B. The position accounts for 1.93% of the portfolio, ranked #21.

Financial Engines Advisors first reported a position in SPSM in Q4 2019 and has held it in 27 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Financial Engines Advisors held 18,804,022 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.08B as of Q2 2026.
Financial Engines Advisors sold 1,869,303 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $99.8M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.93% of Financial Engines Advisors's portfolio in Q2 2026, its #21 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.