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Kestra Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kestra Investment Management’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 		$207K Buy
+3,593
New +$192K ﹤0.01% 506
2025
Q1 		– Sell
-525,508
Closed -$23.6M – 1345
2024
Q4 		$23.6M Buy
525,508
+44,263
+9% +$2.06M 0.93% 29
2024
Q3 		$21.9M Buy
481,245
+278,260
+137% +$12.2M 0.94% 29
2024
Q2 		$8.43M Buy
+202,985
New +$8.46M 0.57% 44

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

Kestra Investment Management's SPSM Position: Q2 2026 in Review

Kestra Investment Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,593 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in SPSM as recently as Q4 2024.

Kestra Investment Management first reported a position in SPSM in Q2 2024 and has held it in 4 quarters since. The position peaked at $23.6M in Q4 2024. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Kestra Investment Management held 3,593 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $207K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Kestra Investment Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #506 holding.
  • Kestra Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • Kestra Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $23.6M in Q4 2024.
  • 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 Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.