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

POM Investment Strategies’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 		$37.5K Sell
775
-15,293
-95% -$757K 0.05% 122
2025
Q4 		$753K Buy
16,068
+820
+5% +$38.2K 0.39% 24
2025
Q3 		$706K Sell
15,248
-9,947
-39% -$446K 0.38% 23
2025
Q2 		$1.07M Buy
25,195
+24,946
+10,018% +$1.01M 0.77% 20
2025
Q1 		$10.1K Buy
+249
New +$11K 0.01% 97

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

POM Investment Strategies's SPSM Position: Q1 2026 in Review

POM Investment Strategies reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 95% in Q1 2026, selling an estimated $757K and leaving 775 shares worth $37.5K. The position accounts for 0.05% of the portfolio, ranked #122.

POM Investment Strategies first reported a position in SPSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q2 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • POM Investment Strategies held 775 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $37.5K as of Q1 2026.
  • POM Investment Strategies sold 15,293 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $757K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of POM Investment Strategies's portfolio in Q1 2026, its #122 holding.
  • POM Investment Strategies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • POM Investment Strategies's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.07M in Q2 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.