Optimist Retirement Group
SPSM icon

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

Optimist Retirement 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
Q3 		$294K Buy
5,569
+5
+0.1% +$281 0.12% 94
2026
Q2 		$321K Buy
5,564
+4
+0.1% +$214 0.12% 96
2026
Q1 		$269K Buy
5,560
+4
+0.1% +$198 0.12% 94
2025
Q4 		$260K Buy
5,556
+5
+0.1% +$233 0.12% 89
2025
Q3 		$257K Buy
5,551
+4
+0.1% +$179 0.12% 100
2025
Q2 		$236K Buy
5,547
+5
+0.1% +$202 0.11% 102
2025
Q1 		$226K Buy
5,542
+4
+0.1% +$176 0.11% 103
2024
Q4 		$249K Sell
5,538
-600
-10% -$27.9K 0.12% 89
2024
Q3 		$279K Buy
6,138
+5
+0.1% +$220 0.13% 68
2024
Q2 		$255K Buy
6,133
+5
+0.1% +$208 0.13% 65
2024
Q1 		$264K Buy
6,128
+4
+0.1% +$165 0.14% 69
2023
Q4 		$258K Buy
+6,124
New +$231K 0.17% 60

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Optimist Retirement Group's SPSM Position: Q3 2026 in Review

Optimist Retirement Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.09% in Q3 2026, buying an estimated $281 and bringing the position to 5,569 shares worth $294K. The position accounts for 0.12% of the portfolio, ranked #94.

Optimist Retirement Group first reported a position in SPSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $321K in Q2 2026. 829 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Optimist Retirement Group held 5,569 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $294K as of Q3 2026.
  • Optimist Retirement Group bought 5 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $281.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Optimist Retirement Group's portfolio in Q3 2026, its #94 holding.
  • Optimist Retirement Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Optimist Retirement Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $321K in Q2 2026.
  • 829 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.