Focus Partners Wealth
SPSM icon

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

Focus Partners Wealth’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 		$13.5M Buy
279,186
+68,727
+33% +$3.4M 0.02% 621
2025
Q4 		$9.86M Buy
210,459
+63,567
+43% +$2.96M 0.01% 698
2025
Q3 		$6.8M Buy
146,892
+50,546
+52% +$2.27M 0.01% 664
2025
Q2 		$4.1M Buy
96,346
+24,785
+35% +$999K 0.01% 735
2025
Q1 		$2.92M Sell
71,561
-4,775
-6% -$210K 0.01% 759
2024
Q4 		$3.43M Buy
76,336
+2,941
+4% +$137K 0.01% 720
2024
Q3 		$3.34M Buy
73,395
+23,135
+46% +$1.02M 0.01% 655
2024
Q2 		$2.09M Buy
50,260
+6,251
+14% +$260K 0.01% 644
2024
Q1 		$1.89M Buy
44,009
+7,681
+21% +$318K 0.02% 496
2023
Q4 		$1.53M Buy
+36,328
New +$1.37M 0.02% 387

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $376B 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 $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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