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Hazlett, Burt & Watson’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Hazlett, Burt & Watson’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 		$182K Sell
3,743
-108
-3% -$5.35K 0.06% 266
2025
Q4 		$182K Buy
3,851
+1,465
+61% +$68.3K 0.06% 264
2025
Q3 		$112K Sell
2,386
-2
-0.1% -$90 0.04% 298
2025
Q2 		$100K Sell
2,388
-371
-13% -$15K 0.04% 286
2025
Q1 		$113K Sell
2,759
-409
-13% -$18K 0.05% 260
2024
Q4 		$143K Buy
3,168
+122
+4% +$5.67K 0.06% 241
2024
Q3 		$139K Buy
3,046
+89
+3% +$3.91K 0.06% 244
2024
Q2 		$122K Buy
2,957
+1,672
+130% +$69.7K 0.06% 245
2024
Q1 		$56K Buy
1,285
+26
+2% +$1.07K 0.03% 317
2023
Q4 		$53K Sell
1,259
-1,051
-45% -$39.6K 0.04% 298
2023
Q3 		$85K Buy
2,310
+279
+14% +$10.9K 0.06% 242
2023
Q2 		$79K Buy
+2,031
New +$75.5K 0.06% 242

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

Hazlett, Burt & Watson's SPSM Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.8% in Q1 2026, selling an estimated $5.35K and leaving 3,743 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #266.

Hazlett, Burt & Watson first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Hazlett, Burt & Watson held 3,743 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $182K as of Q1 2026.
  • Hazlett, Burt & Watson sold 108 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $5.35K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #266 holding.
  • Hazlett, Burt & Watson first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 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 Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.