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

Narus Financial Partners’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 		$355K Sell
7,355
-1,413
-16% -$69.9K 0.09% 120
2025
Q4 		$411K Sell
8,768
-78
-0.9% -$3.64K 0.11% 109
2025
Q3 		$410K Sell
8,846
-524
-6% -$23.5K 0.11% 109
2025
Q2 		$399K Sell
9,370
-830
-8% -$33.5K 0.12% 97
2025
Q1 		$416K Sell
10,200
-172
-2% -$7.58K 0.14% 88
2024
Q4 		$466K Buy
10,372
+104
+1% +$4.84K 0.16% 84
2024
Q3 		$467K Buy
10,268
+253
+3% +$11.1K 0.17% 83
2024
Q2 		$416K Sell
10,015
-768
-7% -$32K 0.17% 86
2024
Q1 		$464K Sell
10,783
-696
-6% -$28.8K 0.2% 81
2023
Q4 		$484K Sell
11,479
-1,910
-14% -$72K 0.23% 70
2023
Q3 		$494K Sell
13,389
-1,448
-10% -$56.4K 0.25% 64
2023
Q2 		$576K Buy
14,837
+692
+5% +$25.7K 0.3% 57
2023
Q1 		$534K Sell
14,145
-253
-2% -$9.88K 0.29% 66
2022
Q4 		$532K Sell
14,398
-448
-3% -$16.8K 0.31% 56
2022
Q3 		$506K Sell
14,846
-2,953
-17% -$112K 0.32% 54
2022
Q2 		$640K Sell
17,799
-8,771
-33% -$340K 0.41% 46
2022
Q1 		$1.12M Buy
+26,570
New +$1.12M 0.63% 26
2021
Q1 		$912K Buy
+21,577
New +$879K 0.54% 22
2019
Q4 		$369K Buy
11,313
+1,747
+18% +$54.5K 0.26% 46
2019
Q3 		$287K Buy
9,566
+958
+11% +$28.9K 0.21% 55
2019
Q2 		$264K Buy
+8,608
New +$262K 0.2% 59

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

Narus Financial Partners's SPSM Position: Q1 2026 in Review

Narus Financial Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q1 2026, selling an estimated $69.9K and leaving 7,355 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #120.

Narus Financial Partners first reported a position in SPSM in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.12M in Q1 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Narus Financial Partners held 7,355 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $355K as of Q1 2026.
  • Narus Financial Partners sold 1,413 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $69.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Narus Financial Partners's portfolio in Q1 2026, its #120 holding.
  • Narus Financial Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2019 and has held it in 21 quarters since.
  • Narus Financial Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.12M in Q1 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 Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.