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 Q2	$957K	Buy	16,587 +1,708	+11%	+$91.2K	0.05%	308
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Founders Financial Securities's SPSM Position: Q2 2026 in Review

Founders Financial Securities increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q2 2026, buying an estimated $91.2K and bringing the position to 16,587 shares worth $957K. The position accounts for 0.05% of the portfolio, ranked #308.

Founders Financial Securities first reported a position in SPSM in Q3 2018 and has held it in 8 quarters since. The position peaked at $10.7M in Q3 2018. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Founders Financial Securities held 16,587 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $957K as of Q2 2026.
Founders Financial Securities bought 1,708 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $91.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Founders Financial Securities's portfolio in Q2 2026, its #308 holding.
Founders Financial Securities first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 8 quarters since.
Founders Financial Securities's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10.7M in Q3 2018.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.