Foundations Investment Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Foundations Investment Advisors’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	$1.2M	Buy	24,805 +19,940	+410%	+$987K	0.01%	481
2025 Q4	$228K	Sell	4,865 -1,561	-24%	-$72.8K	﹤0.01%	1005
2025 Q3	$298K	Buy	+6,426	New	+$288K	﹤0.01%	854
2024 Q4	–	Sell	-7,797	Closed	-$355K	–	884
2024 Q3	$355K	Buy	+7,797	New	+$343K	0.01%	591
2018 Q3	–	Sell	-51,578	Closed	-$1.67M	–	109
2018 Q2	$1.67M	Buy	+51,578	New	+$1.62M	0.44%	28

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

Foundations Investment Advisors's SPSM Position: Q1 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 410% in Q1 2026, buying an estimated $987K and bringing the position to 24,805 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #481.

Foundations Investment Advisors first reported a position in SPSM in Q2 2018 and has held it in 5 quarters since. The position peaked at $1.67M in Q2 2018. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Foundations Investment Advisors held 24,805 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.2M as of Q1 2026.
Foundations Investment Advisors bought 19,940 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $987K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #481 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 5 quarters since.
Foundations Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.67M in Q2 2018.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.