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

&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	$6.23M	Buy	129,154 +25,544	+25%	+$1.26M	0.03%	466
2025 Q4	$4.86M	Sell	103,610 -91	-0.1%	-$4.24K	0.03%	510
2025 Q3	$4.8M	Sell	103,701 -2,027	-2%	-$90.9K	0.03%	434
2025 Q2	$4.5M	Buy	105,728 +52,999	+101%	+$2.14M	0.03%	395
2025 Q1	$2.14M	Buy	52,729 +11,292	+27%	+$497K	0.02%	515
2024 Q4	$1.88M	Buy	41,437 +30,588	+282%	+$1.42M	0.02%	521
2024 Q3	$494K	Buy	10,849 +3,942	+57%	+$173K	0.01%	879
2024 Q2	$287K	Buy	+6,907	New	+$288K	0.01%	724

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners's SPSM Position: Q1 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 25% in Q1 2026, buying an estimated $1.26M and bringing the position to 129,154 shares worth $6.23M. The position accounts for 0.03% of the portfolio, ranked #466.

&Partners first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

&Partners held 129,154 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.23M as of Q1 2026.
&Partners bought 25,544 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.26M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of &Partners's portfolio in Q1 2026, its #466 holding.
&Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.