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

Legend 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 		$3.21M Buy
66,364
+13,064
+25% +$647K 2.07% 14
2025
Q4 		$2.5M Buy
53,300
+7,941
+18% +$370K 1.51% 16
2025
Q3 		$2.1M Buy
45,359
+926
+2% +$41.5K 1.29% 16
2025
Q2 		$1.89M Sell
44,433
-7,920
-15% -$319K 1.26% 16
2025
Q1 		$2.13M Sell
52,353
-32,778
-39% -$1.44M 1.57% 15
2024
Q4 		$3.82M Sell
85,131
-1,829
-2% -$85.1K 2.7% 14
2024
Q3 		$3.96M Sell
86,960
-427
-0.5% -$18.8K 2.73% 14
2024
Q2 		$3.63M Buy
87,387
+2,968
+4% +$124K 2.58% 14
2024
Q1 		$3.63M Buy
84,419
+2,795
+3% +$116K 2.63% 14
2023
Q4 		$3.44M Buy
81,624
+704
+0.9% +$26.5K 2.77% 14
2023
Q3 		$2.99M Buy
80,920
+256
+0.3% +$9.97K 2.55% 14
2023
Q2 		$3.13M Buy
80,664
+102
+0.1% +$3.79K 2.61% 14
2023
Q1 		$3.04M Buy
80,562
+2,113
+3% +$82.5K 2.56% 15
2022
Q4 		$2.9M Buy
+78,449
New +$2.94M 2.53% 15
2020
Q1 		– Sell
-50,712
Closed -$1.66M – 38
2019
Q4 		$1.66M Buy
50,712
+5
+0% +$156 1.41% 12
2019
Q3 		$1.52M Buy
50,707
+2,344
+5% +$70.7K 1.29% 14
2019
Q2 		$1.55M Buy
48,363
+666
+1% +$20.3K 1.37% 13
2019
Q1 		$1.44M Buy
47,697
+1,684
+4% +$50K 1.58% 12
2018
Q4 		$1.22M Buy
+46,013
New +$1.36M 1.79% 12

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

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

Legend Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 25% in Q1 2026, buying an estimated $647K and bringing the position to 66,364 shares worth $3.21M. The position accounts for 2.07% of the portfolio, ranked #14.

Legend Financial Advisors first reported a position in SPSM in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.96M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Legend Financial Advisors held 66,364 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.21M as of Q1 2026.
  • Legend Financial Advisors bought 13,064 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $647K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.07% of Legend Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • Legend Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 19 quarters since.
  • Legend Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.96M in Q3 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.