Rehmann Capital Advisory Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Rehmann Capital Advisory 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	$274K	Sell	5,665 -21	-0.4%	-$1.04K	0.01%	574
2025 Q4	$266K	Hold	5,686	–	–	0.01%	559
2025 Q3	$263K	Buy	5,686 +14	+0.2%	+$628	0.01%	536
2025 Q2	$242K	Buy	5,672 +42	+0.7%	+$1.69K	0.01%	530
2025 Q1	$229K	Buy	5,630 +107	+2%	+$4.71K	0.01%	547
2024 Q4	$248K	Buy	5,523 +376	+7%	+$17.5K	0.02%	519
2024 Q3	$234K	Buy	5,147 +86	+2%	+$3.78K	0.02%	537
2024 Q2	$210K	Buy	5,061 +65	+1%	+$2.71K	0.02%	547
2024 Q1	$215K	Sell	4,996 -1,162	-19%	-$48K	0.02%	532
2023 Q4	$260K	Sell	6,158 -124	-2%	-$4.67K	0.02%	472
2023 Q3	$231K	Buy	6,282 +528	+9%	+$20.6K	0.02%	464
2023 Q2	$222K	Buy	+5,754	New	+$214K	0.02%	498
2019 Q3	–	Sell	-1,345	Closed	-$41.2K	–	2064
2019 Q2	$41.2K	Buy	1,345 +1,274	+1,794%	+$38.7K	0.01%	911
2019 Q1	$2.17K	Sell	71 -826	-92%	-$24.5K	﹤0.01%	1741
2018 Q4	$23.6K	Buy	897 +388	+76%	+$11.4K	﹤0.01%	822
2018 Q3	$16.9K	Buy	509 +52	+11%	+$1.73K	﹤0.01%	1176
2018 Q2	$14.7K	Buy	457 +387	+553%	+$12.2K	﹤0.01%	1203
2018 Q1	$2K	Buy	+70	New	+$2.13K	﹤0.01%	1764

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

Rehmann Capital Advisory Group's SPSM Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.37% in Q1 2026, selling an estimated $1.04K and leaving 5,665 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #574.

Rehmann Capital Advisory Group first reported a position in SPSM in Q1 2018 and has held it in 18 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Rehmann Capital Advisory Group held 5,665 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $274K as of Q1 2026.
Rehmann Capital Advisory Group sold 21 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.04K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #574 holding.
Rehmann Capital Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 18 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 Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.