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

Financial Strategies 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 		$211K Buy
+3,968
New +$196K 0.04% 96

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 Strategies Group's SPSM Position: Q1 2026 in Review

Financial Strategies Group opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 3,968 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #96 among its holdings.

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

  • Financial Strategies Group held 3,968 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $211K as of Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Financial Strategies Group position in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Financial Strategies Group's portfolio in Q1 2026, its #96 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 Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.