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

Nikulski Financial’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 		$1M Sell
20,794
-3,204
-13% -$159K 0.25% 89
2025
Q4 		$1.12M Sell
23,998
-6,621
-22% -$309K 0.27% 84
2025
Q3 		$1.42M Sell
30,619
-833
-3% -$37.4K 0.36% 64
2025
Q2 		$1.34M Sell
31,452
-972
-3% -$39.2K 0.37% 66
2025
Q1 		$1.32M Sell
32,424
-399
-1% -$17.6K 0.4% 64
2024
Q4 		$1.47M Sell
32,823
-336
-1% -$15.6K 0.43% 64
2024
Q3 		$1.51M Sell
33,159
-694
-2% -$30.5K 0.45% 55
2024
Q2 		$1.41M Sell
33,853
-633
-2% -$26.4K 0.45% 60
2024
Q1 		$1.48M Buy
34,486
+2,145
+7% +$88.7K 0.49% 55
2023
Q4 		$1.36M Buy
32,341
+2,305
+8% +$86.8K 0.5% 47
2023
Q3 		$1.11M Buy
30,036
+2,470
+9% +$96.2K 0.46% 54
2023
Q2 		$1.07M Buy
27,566
+2,960
+12% +$110K 0.44% 57
2023
Q1 		$929K Buy
24,606
+648
+3% +$25.3K 0.41% 60
2022
Q4 		$886K Buy
23,958
+1,126
+5% +$42.2K 0.42% 56
2022
Q3 		$778K Buy
22,832
+1,061
+5% +$40.2K 0.4% 57
2022
Q2 		$783K Sell
21,771
-89
-0.4% -$3.45K 0.39% 59
2022
Q1 		$920K Buy
21,860
+2,815
+15% +$118K 0.39% 70
2021
Q4 		$851K Buy
19,045
+1,225
+7% +$54.4K 0.36% 70
2021
Q3 		$759K Sell
17,820
-64
-0.4% -$2.74K 0.35% 71
2021
Q2 		$763K Buy
17,884
+6,677
+60% +$290K 0.36% 69
2021
Q1 		$474K Buy
11,207
+1,385
+14% +$56.4K 0.24% 79
2020
Q4 		$352K Buy
+9,822
New +$315K 0.19% 88
2020
Q3 		– Sell
-7,918
Closed -$210K – 108
2020
Q2 		$210K Buy
+7,918
New +$195K 0.15% 102
2020
Q1 		– Sell
-6,594
Closed -$212K – 107
2019
Q4 		$212K Buy
+6,594
New +$206K 0.15% 90

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

Nikulski Financial's SPSM Position: Q1 2026 in Review

Nikulski Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 13% in Q1 2026, selling an estimated $159K and leaving 20,794 shares worth $1M. The position accounts for 0.25% of the portfolio, ranked #89.

Nikulski Financial first reported a position in SPSM in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.51M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Nikulski Financial held 20,794 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1M as of Q1 2026.
  • Nikulski Financial sold 3,204 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $159K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.25% of Nikulski Financial's portfolio in Q1 2026, its #89 holding.
  • Nikulski Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • Nikulski Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.51M in Q3 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 Nikulski Financial's 13F filing for Q1 2026, filed 15 May 2026.