Helen Stephens Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Helen Stephens Group’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	$266K	Buy	5,508 +19	+0.3%	+$941	0.05%	102
2025 Q4	$257K	Buy	5,489 +20	+0.4%	+$933	0.05%	101
2025 Q3	$253K	Buy	5,469 +30	+0.6%	+$1.34K	0.06%	96
2025 Q2	$232K	Buy	5,439 +23	+0.4%	+$927	0.06%	83
2025 Q1	$221K	Buy	5,416 +37	+0.7%	+$1.63K	0.06%	81
2024 Q4	$242K	Sell	5,379 -76	-1%	-$3.54K	0.07%	79
2024 Q3	$248K	Sell	5,455 -365	-6%	-$16K	0.08%	79
2024 Q2	$242K	Sell	5,820 -609	-9%	-$25.4K	0.08%	74
2024 Q1	$277K	Sell	6,429 -2,234	-26%	-$92.3K	0.11%	60
2023 Q4	$365K	Sell	8,663 -135	-2%	-$5.09K	0.16%	52
2023 Q3	$325K	Sell	8,798 -37	-0.4%	-$1.44K	0.17%	51
2023 Q2	$343K	Sell	8,835 -106	-1%	-$3.94K	0.17%	51
2023 Q1	$338K	Buy	8,941 +111	+1%	+$4.33K	0.18%	56
2022 Q4	$326K	Sell	8,830 -5,571	-39%	-$209K	0.19%	58
2022 Q3	$491K	Buy	14,401 +134	+0.9%	+$5.07K	0.34%	40
2022 Q2	$513K	Sell	14,267 -206	-1%	-$8K	0.36%	35
2022 Q1	$609K	Buy	14,473 +2,575	+22%	+$108K	0.42%	30
2021 Q4	$532K	Buy	+11,898	New	+$529K	0.43%	28

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

Helen Stephens Group's SPSM Position: Q1 2026 in Review

Helen Stephens Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.35% in Q1 2026, buying an estimated $941 and bringing the position to 5,508 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #102.

Helen Stephens Group first reported a position in SPSM in Q4 2021 and has held it in 18 quarters since. The position peaked at $609K in Q1 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Helen Stephens Group held 5,508 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $266K as of Q1 2026.
Helen Stephens Group bought 19 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $941.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Helen Stephens Group's portfolio in Q1 2026, its #102 holding.
Helen Stephens Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 18 quarters since.
Helen Stephens Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $609K in Q1 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 Helen Stephens Group's 13F filing for Q1 2026, filed 1 Apr 2026.