SL
SPSM icon

Salomon & Ludwin’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Salomon & Ludwin’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 		$555K Sell
11,378
-69
-0.6% -$3.42K 0.05% 110
2025
Q4 		$549K Hold
11,447
– – 0.05% 109
2025
Q3 		$536K Hold
11,447
– – 0.05% 114
2025
Q2 		$501K Hold
11,447
– – 0.05% 107
2025
Q1 		$467K Buy
11,447
+9,862
+622% +$434K 0.05% 106
2024
Q4 		$71.2K Buy
1,585
+61
+4% +$2.84K 0.01% 213
2024
Q3 		$69.4K Hold
1,524
– – 0.01% 226
2024
Q2 		$63.3K Hold
1,524
– – 0.01% 235
2024
Q1 		$65.6K Hold
1,524
– – 0.01% 315
2023
Q4 		$56.2K Hold
1,524
– – 0.01% 295
2023
Q3 		$56.2K Sell
1,524
-9,653
-86% -$376K 0.01% 295
2023
Q2 		$434K Buy
+11,177
New +$415K 0.05% 121

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

Salomon & Ludwin's SPSM Position: Q1 2026 in Review

Salomon & Ludwin reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.6% in Q1 2026, selling an estimated $3.42K and leaving 11,378 shares worth $555K. The position accounts for 0.05% of the portfolio, ranked #110.

Salomon & Ludwin 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.

  • Salomon & Ludwin held 11,378 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $555K as of Q1 2026.
  • Salomon & Ludwin sold 69 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.42K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Salomon & Ludwin's portfolio in Q1 2026, its #110 holding.
  • Salomon & Ludwin 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 Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.