Main Line Retirement Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Main Line Retirement 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	$241K	Buy	4,995 +10	+0.2%	+$495	0.12%	44
2025 Q4	$234K	Buy	4,985 +25	+0.5%	+$1.17K	0.12%	45
2025 Q3	$230K	Buy	+4,960	New	+$222K	0.12%	43
2025 Q2	–	Sell	-6,177	Closed	-$252K	–	46
2025 Q1	$252K	Sell	6,177 -61	-1%	-$2.69K	0.16%	36
2024 Q4	$280K	Buy	6,238 +28	+0.5%	+$1.3K	0.18%	32
2024 Q3	$283K	Buy	6,210 +27	+0.4%	+$1.19K	0.19%	30
2024 Q2	$257K	Buy	6,183 +31	+0.5%	+$1.29K	0.2%	30
2024 Q1	$265K	Sell	6,152 -1,601	-21%	-$66.2K	0.21%	30
2023 Q4	$327K	Buy	+7,753	New	+$292K	0.28%	25
2023 Q2	$934K	Buy	+24,049	New	+$894K	0.88%	16

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

Main Line Retirement Advisors's SPSM Position: Q1 2026 in Review

Main Line Retirement Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.2% in Q1 2026, buying an estimated $495 and bringing the position to 4,995 shares worth $241K. The position accounts for 0.12% of the portfolio, ranked #44.

Main Line Retirement Advisors first reported a position in SPSM in Q2 2023 and has held it in 10 quarters since. The position peaked at $934K in Q2 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Main Line Retirement Advisors held 4,995 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $241K as of Q1 2026.
Main Line Retirement Advisors bought 10 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $495.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Main Line Retirement Advisors's portfolio in Q1 2026, its #44 holding.
Main Line Retirement Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 10 quarters since.
Main Line Retirement Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $934K in Q2 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Main Line Retirement Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.