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Kelman-Lazarov Inc’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kelman-Lazarov Inc’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 		$281K Sell
4,878
-101
-2% -$5.39K 0.04% 127
2026
Q1 		$241K Buy
4,979
+11
+0.2% +$545 0.03% 130
2025
Q4 		$233K Sell
4,968
-21
-0.4% -$979 0.03% 128
2025
Q3 		$231K Buy
+4,989
New +$224K 0.03% 127

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 22.9% 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

Kelman-Lazarov Inc's SPSM Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2% in Q2 2026, selling an estimated $5.39K and leaving 4,878 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #127.

Kelman-Lazarov Inc first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Kelman-Lazarov Inc held 4,878 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $281K as of Q2 2026.
  • Kelman-Lazarov Inc sold 101 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.39K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #127 holding.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.