HIA
SPSM icon

HFM Investment Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

HFM Investment Advisors’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 		$14.8K Buy
306
+142
+87% +$7.03K 0.01% 103
2025
Q4 		$7.66K Buy
164
+19
+13% +$886 ﹤0.01% 141
2025
Q3 		$6.73K Hold
145
– – ﹤0.01% 109
2025
Q2 		$6.2K Buy
145
+1
+0.7% +$40 ﹤0.01% 110
2025
Q1 		$5.84K Buy
+144
New +$6.34K ﹤0.01% 105

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

HFM Investment Advisors's SPSM Position: Q1 2026 in Review

HFM Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 87% in Q1 2026, buying an estimated $7.03K and bringing the position to 306 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #103.

HFM Investment Advisors first reported a position in SPSM in Q1 2025 and has held it in 5 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • HFM Investment Advisors held 306 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $14.8K as of Q1 2026.
  • HFM Investment Advisors bought 142 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $7.03K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #103 holding.
  • HFM Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 5 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 HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.