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

Founders Financial Securities’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 		$757K Buy
14,879
+3,336
+29% +$165K 0.04% 318
2025
Q4 		$541K Buy
+11,543
New +$538K 0.03% 373
2024
Q1 		– Sell
-132,857
Closed -$5.6M – 415
2023
Q4 		$5.6M Buy
+132,857
New +$5.01M 0.62% 38
2021
Q3 		– Sell
-33,665
Closed -$1.48M – 298
2021
Q2 		$1.48M Sell
33,665
-5,525
-14% -$240K 0.29% 75
2021
Q1 		$1.66M Buy
+39,190
New +$1.6M 0.38% 46
2019
Q1 		– Sell
-162,257
Closed -$4.28M – 123
2018
Q4 		$4.28M Sell
162,257
-159,065
-50% -$4.69M 1.55% 18
2018
Q3 		$10.7M Buy
+321,322
New +$10.7M 2.97% 15

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