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Founders Financial Alliance’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Founders Financial Alliance’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 		$338K Buy
7,005
+294
+4% +$14.6K 0.06% 276
2025
Q4 		$314K Sell
6,711
-18,534
-73% -$864K 0.06% 269
2025
Q3 		$1.17M Sell
25,245
-66,355
-72% -$2.98M 0.22% 102
2025
Q2 		$3.9M Buy
91,600
+7,477
+9% +$302K 0.89% 24
2025
Q1 		$3.43M Buy
84,123
+6,548
+8% +$288K 0.83% 28
2024
Q4 		$3.48M Buy
77,575
+7,817
+11% +$364K 0.96% 21
2024
Q3 		$3.17M Buy
69,758
+2,837
+4% +$125K 0.88% 24
2024
Q2 		$2.78M Buy
66,921
+846
+1% +$35.3K 0.82% 24
2024
Q1 		$2.84M Buy
66,075
+8,668
+15% +$358K 0.85% 25
2023
Q4 		$2.42M Sell
57,407
-10,381
-15% -$391K 0.94% 20
2023
Q3 		$2.5M Buy
67,788
+264
+0.4% +$10.3K 1.09% 19
2023
Q2 		$2.62M Buy
67,524
+65,878
+4,002% +$2.45M 1.03% 18
2023
Q1 		$62.2K Buy
1,646
+65
+4% +$2.54K 0.03% 287
2022
Q4 		$58.5K Buy
1,581
+64
+4% +$2.4K 0.03% 307
2022
Q3 		$52K Buy
1,517
+1,453
+2,270% +$55K 0.03% 312
2022
Q2 		$2K Buy
+64
New +$2.48K ﹤0.01% 487

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

Founders Financial Alliance's SPSM Position: Q1 2026 in Review

Founders Financial Alliance increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.4% in Q1 2026, buying an estimated $14.6K and bringing the position to 7,005 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #276.

Founders Financial Alliance first reported a position in SPSM in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.9M in Q2 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Founders Financial Alliance held 7,005 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $338K as of Q1 2026.
  • Founders Financial Alliance bought 294 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $14.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Founders Financial Alliance's portfolio in Q1 2026, its #276 holding.
  • Founders Financial Alliance first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Founders Financial Alliance's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.9M in Q2 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.