RBFC
SPSM icon

Roman Butler Fullerton & Co’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Roman Butler Fullerton & Co’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 		$260K Buy
5,156
+15
+0.3% +$743 0.07% 244
2025
Q4 		$261K Sell
5,141
-178
-3% -$8.3K 0.07% 235
2025
Q3 		$247K Buy
5,319
+12
+0.2% +$538 0.07% 232
2025
Q2 		$234K Sell
5,307
-439
-8% -$17.7K 0.07% 226
2025
Q1 		$216K Sell
5,746
-5,258
-48% -$232K 0.08% 206
2024
Q4 		$510K Buy
11,004
+999
+10% +$46.5K 0.16% 134
2024
Q3 		$456K Buy
10,005
+4,610
+85% +$203K 0.14% 155
2024
Q2 		$223K Buy
5,395
+23
+0.4% +$958 0.07% 214
2024
Q1 		$218K Buy
+5,372
New +$222K 0.08% 200

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

Roman Butler Fullerton & Co's SPSM Position: Q1 2026 in Review

Roman Butler Fullerton & Co increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.29% in Q1 2026, buying an estimated $743 and bringing the position to 5,156 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #244.

Roman Butler Fullerton & Co first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $510K in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Roman Butler Fullerton & Co held 5,156 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $260K as of Q1 2026.
  • Roman Butler Fullerton & Co bought 15 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $743.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #244 holding.
  • Roman Butler Fullerton & Co first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Roman Butler Fullerton & Co's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $510K in Q4 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 Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.