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

Fourth Dimension Wealth’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	$698K	Sell	14,442 -394	-3%	-$19.5K	0.26%	68
2025 Q4	$695K	Buy	14,836 +647	+5%	+$30.2K	0.25%	68
2025 Q3	$657K	Sell	14,189 -77	-0.5%	-$3.45K	0.25%	65
2025 Q2	$608K	Sell	14,266 -852	-6%	-$34.4K	0.26%	63
2025 Q1	$616K	Buy	15,118 +890	+6%	+$39.2K	0.3%	59
2024 Q4	$690K	Buy	+14,228	New	+$662K	0.36%	50

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

Fourth Dimension Wealth's SPSM Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q1 2026, selling an estimated $19.5K and leaving 14,442 shares worth $698K. The position accounts for 0.26% of the portfolio, ranked #68.

Fourth Dimension Wealth 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.

Fourth Dimension Wealth held 14,442 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $698K as of Q1 2026.
Fourth Dimension Wealth sold 394 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $19.5K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.26% of Fourth Dimension Wealth's portfolio in Q1 2026, its #68 holding.
Fourth Dimension Wealth 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 Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.