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

Financial Insights’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 		$12.1M Buy
251,186
+21,058
+9% +$1.04M 3.93% 7
2025
Q4 		$10.8M Buy
230,128
+7,318
+3% +$341K 3.61% 8
2025
Q3 		$10.3M Buy
222,810
+11,255
+5% +$505K 3.42% 8
2025
Q2 		$9.01M Buy
211,555
+9,579
+5% +$386K 3.29% 8
2025
Q1 		$8.23M Buy
201,976
+25,927
+15% +$1.14M 3.28% 9
2024
Q4 		$7.91M Sell
176,049
-17,903
-9% -$833K 2.94% 11
2024
Q3 		$8.83M Sell
193,952
-68,767
-26% -$3.02M 2.79% 9
2024
Q2 		$10.9M Buy
262,719
+11,202
+4% +$467K 3.03% 7
2024
Q1 		$10.8M Sell
251,517
-24,251
-9% -$1M 3.02% 8
2023
Q4 		$11.6M Buy
275,768
+83,440
+43% +$3.14M 3.64% 8
2023
Q3 		$6.69M Buy
+192,328
New +$7.49M 2.39% 12

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

Financial Insights's SPSM Position: Q1 2026 in Review

Financial Insights increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.2% in Q1 2026, buying an estimated $1.04M and bringing the position to 251,186 shares worth $12.1M. The position accounts for 3.93% of the portfolio, ranked #7.

Financial Insights 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.

  • Financial Insights held 251,186 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $12.1M as of Q1 2026.
  • Financial Insights bought 21,058 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.04M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.93% of Financial Insights's portfolio in Q1 2026, its #7 holding.
  • Financial Insights 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 Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.