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

Sage Financial Management 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 		$3.7M Buy
76,535
+2,277
+3% +$113K 1.14% 18
2025
Q4 		$3.48M Buy
74,258
+4,823
+7% +$225K 1.06% 18
2025
Q3 		$3.22M Buy
69,435
+425
+0.6% +$19.1K 1.03% 18
2025
Q2 		$2.94M Sell
69,010
-9,045
-12% -$365K 1.02% 18
2025
Q1 		$3.18M Sell
78,055
-1,194
-2% -$52.6K 1.16% 18
2024
Q4 		$3.56M Buy
79,249
+3,378
+4% +$157K 1.32% 18
2024
Q3 		$3.45M Buy
75,871
+2,856
+4% +$125K 1.34% 18
2024
Q2 		$3.03M Buy
73,015
+6,743
+10% +$281K 9.21% 3
2024
Q1 		$2.85M Buy
66,272
+6,207
+10% +$257K 1.35% 18
2023
Q4 		$2.53M Buy
60,065
+4,699
+8% +$177K 1.36% 18
2023
Q3 		$2.04M Buy
55,366
+3,585
+7% +$140K 1.23% 19
2023
Q2 		$2.01M Buy
+51,781
New +$1.92M 12.07% 4

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

Sage Financial Management Group's SPSM Position: Q1 2026 in Review

Sage Financial Management Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.1% in Q1 2026, buying an estimated $113K and bringing the position to 76,535 shares worth $3.7M. The position accounts for 1.14% of the portfolio, ranked #18.

Sage Financial Management Group first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Sage Financial Management Group held 76,535 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.7M as of Q1 2026.
  • Sage Financial Management Group bought 2,277 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $113K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.14% of Sage Financial Management Group's portfolio in Q1 2026, its #18 holding.
  • Sage Financial Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 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 Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.