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Keel Point’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Keel Point’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 		$334K Sell
6,920
-1,063
-13% -$52.6K 0.02% 330
2025
Q4 		$374K Buy
7,983
+22
+0.3% +$1.03K 0.02% 363
2025
Q3 		$369K Buy
7,961
+1,765
+28% +$79.1K 0.02% 368
2025
Q2 		$264K Sell
6,196
-203
-3% -$8.19K 0.02% 418
2025
Q1 		$261K Buy
6,399
+663
+12% +$29.2K 0.02% 378
2024
Q4 		$258K Buy
5,736
+1,147
+25% +$53.4K 0.02% 359
2024
Q3 		$209K Buy
+4,589
New +$202K 0.02% 413

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

Keel Point's SPSM Position: Q1 2026 in Review

Keel Point reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 13% in Q1 2026, selling an estimated $52.6K and leaving 6,920 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #330.

Keel Point first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $374K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Keel Point held 6,920 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $334K as of Q1 2026.
  • Keel Point sold 1,063 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $52.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Keel Point's portfolio in Q1 2026, its #330 holding.
  • Keel Point first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Keel Point's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $374K 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 Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.