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

REAP Financial 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
Q1 		$16.5K Sell
341
-142
-29% -$7.03K ﹤0.01% 375
2025
Q4 		$22.6K Buy
483
+149
+45% +$6.95K ﹤0.01% 372
2025
Q3 		$15.5K Buy
334
+173
+107% +$7.76K ﹤0.01% 365
2025
Q2 		$6.86K Hold
161
– – ﹤0.01% 402
2025
Q1 		$6.56K Hold
161
– – ﹤0.01% 422
2024
Q4 		$7.23K Sell
161
-72
-31% -$3.35K ﹤0.01% 404
2024
Q3 		$10.6K Sell
233
-24
-9% -$1.05K ﹤0.01% 351
2024
Q2 		$10.7K Sell
257
-40
-13% -$1.67K ﹤0.01% 332
2024
Q1 		$12.8K Sell
297
-13
-4% -$537 ﹤0.01% 345
2023
Q4 		$13.1K Buy
+310
New +$11.7K ﹤0.01% 367

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

REAP Financial Group's SPSM Position: Q1 2026 in Review

REAP Financial Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 29% in Q1 2026, selling an estimated $7.03K and leaving 341 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

REAP Financial Group first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.6K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • REAP Financial Group held 341 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.5K as of Q1 2026.
  • REAP Financial Group sold 142 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $7.03K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of REAP Financial Group's portfolio in Q1 2026, its #375 holding.
  • REAP Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • REAP Financial Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $22.6K in Q4 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 REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.