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

Fusion Family 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	$375K	Hold	7,571	–	–	0.03%	39
2025 Q4	$355K	Sell	7,571 -308	-4%	-$14.4K	0.03%	38
2025 Q3	$365K	Sell	7,879 -34	-0.4%	-$1.52K	0.03%	38
2025 Q2	$337K	Hold	7,913	–	–	0.03%	39
2025 Q1	$323K	Buy	7,913 +53	+0.7%	+$2.33K	0.03%	39
2024 Q4	$353K	Hold	7,860	–	–	0.03%	37
2024 Q3	$358K	Buy	7,860 +54	+0.7%	+$2.37K	0.03%	38
2024 Q2	$324K	Hold	7,806	–	–	0.03%	35
2024 Q1	$336K	Hold	7,806	–	–	0.03%	35
2023 Q4	$329K	Hold	7,806	–	–	0.04%	32
2023 Q3	$288K	Hold	7,806	–	–	0.04%	33
2023 Q2	$303K	Buy	7,806 +51	+0.7%	+$1.9K	0.04%	34
2023 Q1	$293K	Buy	7,755 +940	+14%	+$36.7K	0.04%	31
2022 Q4	$252K	Sell	6,815 -904	-12%	-$33.9K	0.03%	34
2022 Q3	$329K	Sell	7,719 -18	-0.2%	-$681	0.05%	29
2022 Q2	$278K	Hold	7,737	–	–	0.04%	31
2022 Q1	$325K	Buy	7,737 +292	+4%	+$12.3K	0.04%	30
2021 Q4	$333K	Sell	7,445 -274	-4%	-$12.2K	0.05%	27
2021 Q3	$329K	Buy	7,719 +180	+2%	+$7.71K	0.05%	29
2021 Q2	$331K	Buy	7,539 +7,181	+2,006%	+$312K	0.05%	28
2021 Q1	$15K	Sell	358 -13	-4%	-$530	﹤0.01%	76
2020 Q4	$13K	Hold	371	–	–	﹤0.01%	73
2020 Q3	$10K	Buy	371 +26	+8%	+$725	﹤0.01%	80
2020 Q2	$10K	Buy	345 +32	+10%	+$786	﹤0.01%	82
2020 Q1	$7K	Buy	313 +44	+16%	+$1.28K	﹤0.01%	97
2019 Q4	$9K	Hold	269	–	–	﹤0.01%	100
2019 Q3	$8K	Buy	269 +87	+48%	+$2.62K	﹤0.01%	107
2019 Q2	$6K	Buy	182 +16	+10%	+$487	﹤0.01%	129
2019 Q1	$5K	Sell	166 -9,458	-98%	-$281K	﹤0.01%	126
2018 Q4	$254K	Buy	9,624 +9,546	+12,238%	+$282K	0.07%	57
2018 Q3	$3K	Buy	78 +4	+5%	+$133	﹤0.01%	233
2018 Q2	$2K	Buy	+74	New	+$2.33K	﹤0.01%	259

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

Fusion Family Wealth's SPSM Position: Q1 2026 in Review

Fusion Family Wealth held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 7,571 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #39.

Fusion Family Wealth first reported a position in SPSM in Q2 2018 and has held it in 32 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Fusion Family Wealth held 7,571 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $375K as of Q1 2026.
Fusion Family Wealth left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Fusion Family Wealth's portfolio in Q1 2026, its #39 holding.
Fusion Family Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 32 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 Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.