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

Pure Financial Advisors’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 		$14.5M Buy
299,826
+12,869
+4% +$637K 0.21% 64
2025
Q4 		$13.4M Buy
286,957
+1,000
+0.3% +$46.6K 0.2% 66
2025
Q3 		$13.2M Buy
285,957
+2,850
+1% +$128K 0.21% 66
2025
Q2 		$12.1M Sell
283,107
-20,925
-7% -$844K 0.21% 62
2025
Q1 		$12.4M Buy
304,032
+54,675
+22% +$2.41M 0.26% 55
2024
Q4 		$11.2M Sell
249,357
-7,649
-3% -$356K 0.25% 53
2024
Q3 		$11.7M Sell
257,006
-9,573
-4% -$421K 0.28% 50
2024
Q2 		$11.1M Sell
266,579
-4,717
-2% -$197K 0.31% 48
2024
Q1 		$11.7M Sell
271,296
-4,772
-2% -$197K 0.37% 48
2023
Q4 		$11.6M Buy
276,068
+8,120
+3% +$306K 0.4% 46
2023
Q3 		$9.89M Sell
267,948
-113,528
-30% -$4.42M 0.4% 51
2023
Q2 		$14.8M Sell
381,476
-8,961
-2% -$333K 0.63% 36
2023
Q1 		$14.7M Sell
390,437
-1,947
-0.5% -$76K 0.68% 34
2022
Q4 		$14.5M Buy
392,384
+1,326
+0.3% +$49.7K 0.75% 33
2022
Q3 		$13.3M Sell
391,058
-10,453
-3% -$396K 0.77% 32
2022
Q2 		$14.4M Sell
401,511
-398
-0.1% -$15.4K 0.89% 26
2022
Q1 		$16.9M Buy
401,909
+34,800
+9% +$1.46M 0.77% 31
2021
Q4 		$16.4M Buy
367,109
+2,141
+0.6% +$95.2K 0.81% 27
2021
Q3 		$15.5M Buy
364,968
+5,521
+2% +$237K 1.2% 24
2021
Q2 		$15.8M Buy
359,447
+819
+0.2% +$35.6K 1.28% 22
2021
Q1 		$15.2M Sell
358,628
-63,626
-15% -$2.59M 1.51% 21
2020
Q4 		$15.1M Sell
422,254
-89,245
-17% -$2.86M 1.81% 18
2020
Q3 		$14M Sell
511,499
-27,457
-5% -$765K 2.04% 16
2020
Q2 		$14.3M Sell
538,956
-128,285
-19% -$3.15M 2.24% 16
2020
Q1 		$14.6M Buy
667,241
+433,158
+185% +$12.6M 2.45% 15
2019
Q4 		$7.64M Buy
234,083
+1,680
+0.7% +$52.4K 1.3% 26
2019
Q3 		$6.97M Buy
232,403
+2,780
+1% +$83.9K 1.26% 26
2019
Q2 		$7.04M Buy
229,623
+15,329
+7% +$466K 1.26% 28
2019
Q1 		$6.48M Buy
214,294
+3,572
+2% +$106K 1.22% 28
2018
Q4 		$5.55M Buy
210,722
+71,765
+52% +$2.12M 1.13% 26
2018
Q3 		$4.62M Buy
+138,957
New +$4.63M 1.01% 29

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

Pure Financial Advisors's SPSM Position: Q1 2026 in Review

Pure Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.5% in Q1 2026, buying an estimated $637K and bringing the position to 299,826 shares worth $14.5M. The position accounts for 0.21% of the portfolio, ranked #64.

Pure Financial Advisors first reported a position in SPSM in Q3 2018 and has held it in 31 quarters since. The position peaked at $16.9M in Q1 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Pure Financial Advisors held 299,826 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $14.5M as of Q1 2026.
  • Pure Financial Advisors bought 12,869 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $637K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.21% of Pure Financial Advisors's portfolio in Q1 2026, its #64 holding.
  • Pure Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Pure Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16.9M in Q1 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.