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Lavaca Capital’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Lavaca Capital’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 		$237K Sell
4,901
-6
-0.1% -$297 0.04% 96
2025
Q4 		$230K Buy
4,907
+3,487
+246% +$163K 0.04% 92
2025
Q3 		$65.8K Sell
1,420
-2,879
-67% -$129K 0.01% 147
2025
Q2 		$183K Buy
4,299
+1,476
+52% +$59.5K 0.07% 104
2025
Q1 		$115K Sell
2,823
-587
-17% -$25.9K 0.05% 121
2024
Q4 		$153K Buy
+3,410
New +$159K 0.06% 124

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

Lavaca Capital's SPSM Position: Q1 2026 in Review

Lavaca Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.12% in Q1 2026, selling an estimated $297 and leaving 4,901 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #96.

Lavaca Capital first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Lavaca Capital held 4,901 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $237K as of Q1 2026.
  • Lavaca Capital sold 6 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $297.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Lavaca Capital's portfolio in Q1 2026, its #96 holding.
  • Lavaca Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 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 Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.