SG
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Sankala Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sankala 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 		$354K Sell
7,390
-21
-0.3% -$1.04K 0.29% 79
2025
Q4 		$375K Buy
+7,411
New +$346K 0.3% 79

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $9.42B AUM 17.63% 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 $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sankala Group's SPSM Position: Q1 2026 in Review

Sankala Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.28% in Q1 2026, selling an estimated $1.04K and leaving 7,390 shares worth $354K. The position accounts for 0.29% of the portfolio, ranked #79.

Sankala Group first reported a position in SPSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $375K in Q4 2025. 1,004 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Sankala Group held 7,390 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $354K as of Q1 2026.
  • Sankala 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 0.29% of Sankala Group's portfolio in Q1 2026, its #79 holding.
  • Sankala Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Sankala Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $375K in Q4 2025.
  • 1,004 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.