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

NewEdge Wealth’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 		$551K Buy
11,394
+6,420
+129% +$318K 0.01% 786
2025
Q4 		$233K Buy
+4,974
New +$232K ﹤0.01% 1111
2025
Q2 		– Sell
-16,002
Closed -$652K – 1031
2025
Q1 		$652K Sell
16,002
-15,881
-50% -$700K 0.01% 566
2024
Q4 		$1.43M Buy
31,883
+7,098
+29% +$330K 0.02% 422
2024
Q3 		$1.13M Buy
+24,785
New +$1.09M 0.02% 451

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

NewEdge Wealth's SPSM Position: Q1 2026 in Review

NewEdge Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 129% in Q1 2026, buying an estimated $318K and bringing the position to 11,394 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #786.

NewEdge Wealth first reported a position in SPSM in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • NewEdge Wealth held 11,394 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $551K as of Q1 2026.
  • NewEdge Wealth bought 6,420 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $318K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #786 holding.
  • NewEdge Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 5 quarters since.
  • NewEdge Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.43M in Q4 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 NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.