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

Redwood Park 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	$9.14K	Buy	189 +1	+0.5%	+$50	0.01%	180
2025 Q4	$8.83K	Hold	188	–	–	0.01%	177
2025 Q3	$8.69K	Buy	188 +1	+0.5%	+$45	0.01%	178
2025 Q2	$7.96K	Buy	187 +1	+0.5%	+$40	0.01%	178
2025 Q1	$7.58K	Hold	186	–	–	0.01%	186
2024 Q4	$8.36K	Buy	+186	New	+$8.65K	0.01%	190

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

Redwood Park Advisors's SPSM Position: Q1 2026 in Review

Redwood Park Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.53% in Q1 2026, buying an estimated $50 and bringing the position to 189 shares worth $9.14K. The position accounts for 0.01% of the portfolio, ranked #180.

Redwood Park Advisors first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Redwood Park Advisors held 189 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.14K as of Q1 2026.
Redwood Park Advisors bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q1 2026, an estimated $50.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Redwood Park Advisors's portfolio in Q1 2026, its #180 holding.
Redwood Park Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 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 Redwood Park Advisors's 13F filing for Q1 2026, filed 4 May 2026.