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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
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 $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

Kelman-Lazarov Inc's SPSM Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.22% in Q1 2026, buying an estimated $545 and bringing the position to 4,979 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #130.

Kelman-Lazarov Inc first reported a position in SPSM in Q3 2025 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Kelman-Lazarov Inc held 4,979 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $241K as of Q1 2026.
  • Kelman-Lazarov Inc bought 11 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $545.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #130 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 3 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 Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.