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

McIlrath & Eck’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 		$498K Sell
10,299
-358
-3% -$17.7K 0.04% 142
2025
Q4 		$499K Sell
10,657
-499
-4% -$23.3K 0.05% 95
2025
Q3 		$517K Buy
11,156
+1,604
+17% +$71.9K 0.05% 85
2025
Q2 		$407K Sell
9,552
-566
-6% -$22.8K 0.05% 90
2025
Q1 		$412K Sell
10,118
-2,354
-19% -$104K 0.05% 90
2024
Q4 		$560K Sell
12,472
-834
-6% -$38.8K 0.07% 71
2024
Q3 		$606K Sell
13,306
-572
-4% -$25.1K 0.08% 65
2024
Q2 		$576K Sell
13,878
-723
-5% -$30.1K 0.09% 66
2024
Q1 		$628K Sell
14,601
-1,041
-7% -$43K 0.1% 57
2023
Q4 		$660K Sell
15,642
-1,004
-6% -$37.8K 0.12% 57
2023
Q3 		$614K Sell
16,646
-53
-0.3% -$2.06K 0.12% 57
2023
Q2 		$649K Buy
+16,699
New +$621K 0.14% 51

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

McIlrath & Eck's SPSM Position: Q1 2026 in Review

McIlrath & Eck reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.4% in Q1 2026, selling an estimated $17.7K and leaving 10,299 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #142.

McIlrath & Eck first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $660K in Q4 2023. 1,001 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • McIlrath & Eck held 10,299 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $498K as of Q1 2026.
  • McIlrath & Eck sold 358 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $17.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of McIlrath & Eck's portfolio in Q1 2026, its #142 holding.
  • McIlrath & Eck first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • McIlrath & Eck's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $660K in Q4 2023.
  • 1,001 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.