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
Q2 		$19.9M Buy
344,894
+65,708
+24% +$3.51M 0.02% 516
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 $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth's SPSM Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 24% in Q2 2026, buying an estimated $3.51M and bringing the position to 344,894 shares worth $19.9M. The position accounts for 0.02% of the portfolio, ranked #516.

Focus Partners Wealth first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Focus Partners Wealth held 344,894 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $19.9M as of Q2 2026.
  • Focus Partners Wealth bought 65,708 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.51M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #516 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.