Laraway Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Laraway Financial Advisors’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	$408K	Buy	8,447 +2	+0%	+$99	0.29%	85
2025 Q4	$396K	Buy	8,445 +775	+10%	+$36.1K	0.26%	86
2025 Q3	$355K	Sell	7,670 -98	-1%	-$4.39K	0.24%	96
2025 Q2	$331K	Buy	7,768 +3	+0%	+$121	0.25%	92
2025 Q1	$317K	Sell	7,765 -60	-0.8%	-$2.64K	0.25%	94
2024 Q4	$351K	Buy	7,825 +4	+0.1%	+$186	0.27%	84
2024 Q3	$356K	Buy	7,821 +2	+0%	+$88	0.28%	82
2024 Q2	$325K	Buy	7,819 +3	+0%	+$125	0.28%	82
2024 Q1	$336K	Sell	7,816 -35	-0.4%	-$1.45K	0.3%	82
2023 Q4	$331K	Sell	7,851 -250	-3%	-$9.42K	0.31%	79
2023 Q3	$299K	Buy	8,101 +1	+0%	+$39	0.31%	80
2023 Q2	$315K	Buy	+8,100	New	+$301K	0.31%	83

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laraway Financial Advisors's SPSM Position: Q1 2026 in Review

Laraway Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.02% in Q1 2026, buying an estimated $99 and bringing the position to 8,447 shares worth $408K. The position accounts for 0.29% of the portfolio, ranked #85.

Laraway Financial Advisors first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Laraway Financial Advisors held 8,447 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $408K as of Q1 2026.
Laraway Financial Advisors bought 2 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $99.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.29% of Laraway Financial Advisors's portfolio in Q1 2026, its #85 holding.
Laraway Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 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 Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.