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

Retirement Financial Solutions’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	$336K	Buy	6,960 +23	+0.3%	+$1.14K	0.1%	45
2025 Q4	$325K	Buy	6,937 +34	+0.5%	+$1.59K	0.1%	44
2025 Q3	$320K	Sell	6,903 -435,181	-98%	-$19.5M	0.1%	42
2025 Q2	$18.8M	Sell	442,084 -17,565	-4%	-$708K	6.63%	4
2025 Q1	$18.7M	Buy	459,649 +24,267	+6%	+$1.07M	7.29%	4
2024 Q4	$19.6M	Buy	435,382 +5,199	+1%	+$242K	10.55%	1
2024 Q3	$19.6M	Buy	430,183 +7,120	+2%	+$313K	8.57%	6
2024 Q2	$17.6M	Buy	423,063 +51,717	+14%	+$2.16M	8.27%	5
2024 Q1	$16M	Buy	371,346 +34,689	+10%	+$1.43M	8.22%	6
2023 Q4	$14.2M	Buy	336,657 +29,777	+10%	+$1.12M	8.05%	2
2023 Q3	$11.3M	Buy	+306,880	New	+$12M	7.63%	6
2023 Q1	–	Sell	-12	Closed	-$444	–	215
2022 Q4	$444	Buy	+12	New	+$449	﹤0.01%	270

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

Retirement Financial Solutions's SPSM Position: Q1 2026 in Review

Retirement Financial Solutions increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.33% in Q1 2026, buying an estimated $1.14K and bringing the position to 6,960 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #45.

Retirement Financial Solutions first reported a position in SPSM in Q4 2022 and has held it in 12 quarters since. The position peaked at $19.6M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Retirement Financial Solutions held 6,960 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $336K as of Q1 2026.
Retirement Financial Solutions bought 23 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.14K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Retirement Financial Solutions's portfolio in Q1 2026, its #45 holding.
Retirement Financial Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 12 quarters since.
Retirement Financial Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $19.6M in Q3 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.