Keating Financial Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Keating Financial Advisory Services’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	$81.9K	Sell	1,694 -3,708	-69%	-$184K	0.01%	506
2025 Q4	$253K	Buy	+5,402	New	+$252K	0.03%	322

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

Keating Financial Advisory Services's SPSM Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 69% in Q1 2026, selling an estimated $184K and leaving 1,694 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #506.

Keating Financial Advisory Services first reported a position in SPSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $253K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Keating Financial Advisory Services held 1,694 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $81.9K as of Q1 2026.
Keating Financial Advisory Services sold 3,708 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $184K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #506 holding.
Keating Financial Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
Keating Financial Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $253K in Q4 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.