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Global Strategic Investment Solutions’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Global Strategic Investment Solutions’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 		$1.64M Buy
33,937
+20
+0.1% +$990 0.16% 63
2025
Q4 		$1.59M Sell
33,917
-278
-0.8% -$13K 0.16% 61
2025
Q3 		$1.58M Sell
34,195
-2,279
-6% -$102K 0.16% 63
2025
Q2 		$1.55M Sell
36,474
-4,152
-10% -$167K 0.17% 61
2025
Q1 		$1.66M Sell
40,626
-551
-1% -$24.3K 0.19% 57
2024
Q4 		$1.85M Sell
41,177
-319
-0.8% -$14.8K 0.22% 54
2024
Q3 		$1.89M Buy
41,496
+140
+0.3% +$6.15K 0.22% 52
2024
Q2 		$1.72M Sell
41,356
-417
-1% -$17.4K 0.21% 55
2024
Q1 		$1.8M Sell
41,773
-1,454
-3% -$60.1K 0.21% 52
2023
Q4 		$1.82M Sell
43,227
-1,188
-3% -$44.8K 0.22% 54
2023
Q3 		$1.64M Buy
44,415
+15
+0% +$584 0.21% 58
2023
Q2 		$1.72M Buy
44,400
+51
+0.1% +$1.9K 0.22% 55
2023
Q1 		$1.68M Sell
44,349
-729,387
-94% -$28.5M 0.24% 52
2022
Q4 		$28.6M Sell
773,736
-729,497
-49% -$27.3M 1.9% 12
2022
Q3 		$51.2M Buy
1,503,233
+729,458
+94% +$27.6M 2.46% 6
2022
Q2 		$27.8M Buy
773,775
+3,797
+0.5% +$147K 2% 10
2022
Q1 		$32.4M Buy
769,978
+729,145
+1,786% +$30.7M 2.03% 10
2021
Q4 		$1.82M Buy
40,833
+27
+0.1% +$1.2K 0.29% 41
2021
Q3 		$1.74M Buy
40,806
+18
+0% +$771 0.29% 42
2021
Q2 		$1.79M Sell
40,788
-45,661
-53% -$1.98M 0.3% 43
2021
Q1 		$3.65M Sell
86,449
-75,542
-47% -$3.08M 0.67% 31
2020
Q4 		$5.8M Sell
161,991
-28,872
-15% -$925K 1.31% 21
2020
Q3 		$5.23M Buy
190,863
+7,898
+4% +$220K 1.33% 21
2020
Q2 		$4.86M Buy
182,965
+19,053
+12% +$468K 1.36% 20
2020
Q1 		$3.58M Sell
163,912
-18,788
-10% -$545K 1.34% 20
2019
Q4 		$5.96M Buy
182,700
+37,187
+26% +$1.16M 2.15% 14
2019
Q3 		$4.37M Buy
145,513
+42,994
+42% +$1.3M 1.7% 17
2019
Q2 		$3.14M Buy
102,519
+10,176
+11% +$309K 1.59% 18
2019
Q1 		$2.79M Buy
92,343
+28,641
+45% +$851K 1.52% 18
2018
Q4 		$1.68M Buy
+63,702
New +$1.88M 1.43% 18

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

Global Strategic Investment Solutions's SPSM Position: Q1 2026 in Review

Global Strategic Investment Solutions increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.06% in Q1 2026, buying an estimated $990 and bringing the position to 33,937 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #63.

Global Strategic Investment Solutions first reported a position in SPSM in Q4 2018 and has held it in 30 quarters since. The position peaked at $51.2M in Q3 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Global Strategic Investment Solutions held 33,937 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.64M as of Q1 2026.
  • Global Strategic Investment Solutions bought 20 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $990.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.16% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #63 holding.
  • Global Strategic Investment Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Global Strategic Investment Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $51.2M in Q3 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.