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

Larson Financial Group’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 		$4.18M Sell
86,420
-14,627
-14% -$724K 0.13% 136
2025
Q4 		$4.74M Sell
101,047
-8,639
-8% -$403K 0.16% 121
2025
Q3 		$5.08M Sell
109,686
-17,159
-14% -$769K 0.18% 112
2025
Q2 		$5.4M Sell
126,845
-21,479
-14% -$866K 0.22% 97
2025
Q1 		$6.05M Sell
148,324
-10,984
-7% -$484K 0.29% 70
2024
Q4 		$7.16M Sell
159,308
-9,316
-6% -$433K 0.37% 59
2024
Q3 		$7.67M Sell
168,624
-9,132
-5% -$401K 0.44% 48
2024
Q2 		$7.38M Sell
177,756
-7,355
-4% -$306K 0.5% 44
2024
Q1 		$7.97M Sell
185,111
-15,726
-8% -$650K 0.62% 35
2023
Q4 		$8.47M Buy
200,837
+6,482
+3% +$244K 0.74% 33
2023
Q3 		$7.17M Sell
194,355
-4,815
-2% -$188K 0.71% 31
2023
Q2 		$7.74M Sell
199,170
-2,521
-1% -$93.7K 0.77% 31
2023
Q1 		$7.62M Sell
201,691
-6,647
-3% -$260K 0.83% 28
2022
Q4 		$7.7M Sell
208,338
-28,219
-12% -$1.06M 0.92% 27
2022
Q3 		$8.06M Sell
236,557
-5,610
-2% -$212K 1.15% 19
2022
Q2 		$8.71M Sell
242,167
-4,200
-2% -$163K 1.51% 18
2022
Q1 		$10.4M Buy
246,367
+23,059
+10% +$971K 1.66% 17
2021
Q4 		$9.98M Buy
223,308
+18,092
+9% +$804K 1.58% 18
2021
Q3 		$8.74M Buy
205,216
+14,177
+7% +$607K 1.73% 19
2021
Q2 		$8.39M Buy
191,039
+14,661
+8% +$637K 1.95% 16
2021
Q1 		$7.46M Sell
176,378
-16,046
-8% -$654K 2.2% 13
2020
Q4 		$6.89M Sell
192,424
-17,321
-8% -$555K 2.34% 12
2020
Q3 		$5.74M Sell
209,745
-73,621
-26% -$2.05M 2.36% 13
2020
Q2 		$7.53M Buy
283,366
+11,899
+4% +$292K 3.58% 6
2020
Q1 		$5.93M Buy
271,467
+99,478
+58% +$2.88M 3.71% 9
2019
Q4 		$5.61M Buy
171,989
+12,850
+8% +$401K 3.23% 10
2019
Q3 		$4.77M Buy
159,139
+6,195
+4% +$187K 3.12% 10
2019
Q2 		$4.69M Buy
152,944
+14,268
+10% +$434K 3.48% 10
2019
Q1 		$4.19M Buy
138,676
+17,199
+14% +$511K 3.32% 10
2018
Q4 		$3.2M Buy
121,477
+28,784
+31% +$849K 2.96% 10
2018
Q3 		$3.08M Sell
92,693
-5,807
-6% -$193K 3.52% 10
2018
Q2 		$3.18M Sell
98,500
-3,212
-3% -$101K 3.66% 9
2018
Q1 		$3.04M Buy
101,712
+88,039
+644% +$2.68M 3.57% 9
2017
Q4 		$412K Buy
+13,673
New +$405K 0.35% 47

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

Larson Financial Group's SPSM Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q1 2026, selling an estimated $724K and leaving 86,420 shares worth $4.18M. The position accounts for 0.13% of the portfolio, ranked #136.

Larson Financial Group first reported a position in SPSM in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.4M in Q1 2022. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Larson Financial Group held 86,420 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.18M as of Q1 2026.
  • Larson Financial Group sold 14,627 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $724K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Larson Financial Group's portfolio in Q1 2026, its #136 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10.4M in Q1 2022.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.