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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
Q2 		$393K Sell
6,813
-107
-2% -$5.71K 0.02% 324
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 $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keel Point's SPSM Position: Q2 2026 in Review

Keel Point reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.5% in Q2 2026, selling an estimated $5.71K and leaving 6,813 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #324.

Keel Point first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Keel Point held 6,813 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $393K as of Q2 2026.
  • Keel Point sold 107 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.71K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Keel Point's portfolio in Q2 2026, its #324 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 8 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.