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Focus Partners Advisor Solutions’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Focus Partners Advisor Solutions’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 		$325K Buy
6,729
+743
+12% +$36.8K ﹤0.01% 938
2025
Q4 		$281K Sell
5,986
-130
-2% -$6.06K ﹤0.01% 905
2025
Q3 		$284K Buy
+6,116
New +$274K ﹤0.01% 930
2025
Q2 		– Sell
-4,948
Closed -$202K – 1162
2025
Q1 		$202K Buy
+4,948
New +$218K ﹤0.01% 918

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

Focus Partners Advisor Solutions's SPSM Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q1 2026, buying an estimated $36.8K and bringing the position to 6,729 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Focus Partners Advisor Solutions first reported a position in SPSM in Q1 2025 and has held it in 4 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Focus Partners Advisor Solutions held 6,729 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $325K as of Q1 2026.
  • Focus Partners Advisor Solutions bought 743 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $36.8K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #938 holding.
  • Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 4 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 Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.