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

Forefront Wealth Partners’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	$2.18M	Buy	45,071 +3,524	+8%	+$174K	0.91%	27
2025 Q4	$1.95M	Buy	41,547 +345	+0.8%	+$16.1K	0.92%	26
2025 Q3	$1.91M	Buy	41,202 +29,287	+246%	+$1.31M	0.48%	55
2025 Q2	$535K	Sell	11,915 -2,138	-15%	-$86.2K	0.37%	55
2025 Q1	$573K	Buy	14,053 +2,138	+18%	+$94.2K	0.39%	59
2024 Q4	$535K	Buy	+11,915	New	+$554K	0.4%	53

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forefront Wealth Partners's SPSM Position: Q1 2026 in Review

Forefront Wealth Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.5% in Q1 2026, buying an estimated $174K and bringing the position to 45,071 shares worth $2.18M. The position accounts for 0.91% of the portfolio, ranked #27.

Forefront Wealth Partners first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Forefront Wealth Partners held 45,071 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.18M as of Q1 2026.
Forefront Wealth Partners bought 3,524 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $174K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.91% of Forefront Wealth Partners's portfolio in Q1 2026, its #27 holding.
Forefront Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 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 Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.