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

Marmo 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	$1.79M	Sell	37,011 -1,418	-4%	-$70.2K	0.89%	20
2025 Q4	$1.8M	Sell	38,429 -434	-1%	-$20.2K	0.85%	20
2025 Q3	$1.8M	Sell	38,863 -32,030	-45%	-$1.44M	0.87%	20
2025 Q2	$3.02M	Sell	70,893 -3,216	-4%	-$130K	1.5%	16
2025 Q1	$3.02M	Sell	74,109 -8,290	-10%	-$365K	1.65%	15
2024 Q4	$3.7M	Sell	82,399 -2,121	-3%	-$98.7K	2%	13
2024 Q3	$3.85M	Sell	84,520 -230,921	-73%	-$10.1M	2.05%	13
2024 Q2	$13.1M	Sell	315,441 -4,364	-1%	-$182K	7.92%	4
2024 Q1	$13.8M	Buy	319,805 +16,067	+5%	+$664K	8.37%	4
2023 Q4	$12.8M	Sell	303,738 -7,002	-2%	-$264K	9.73%	4
2023 Q3	$11.5M	Sell	310,740 -4,372	-1%	-$170K	10.88%	3
2023 Q2	$12.2M	Buy	315,112 +22,487	+8%	+$836K	11.06%	3
2023 Q1	$11.1M	Sell	292,625 -165,019	-36%	-$6.44M	10.52%	3
2022 Q4	$16.9M	Buy	+457,644	New	+$17.1M	16.35%	1

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

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

Marmo Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.7% in Q1 2026, selling an estimated $70.2K and leaving 37,011 shares worth $1.79M. The position accounts for 0.89% of the portfolio, ranked #20.

Marmo Financial Group first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.9M in Q4 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Marmo Financial Group held 37,011 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.79M as of Q1 2026.
Marmo Financial Group sold 1,418 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $70.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.89% of Marmo Financial Group's portfolio in Q1 2026, its #20 holding.
Marmo Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
Marmo Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16.9M in Q4 2022.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.