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Savvy Advisors Inc’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Savvy Advisors Inc’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 		$543K Buy
11,242
+929
+9% +$46K 0.01% 628
2025
Q4 		$483K Buy
10,313
+1,696
+20% +$79.1K 0.02% 577
2025
Q3 		$399K Buy
8,617
+68
+0.8% +$3.05K 0.02% 513
2025
Q2 		$364K Sell
8,549
-2,406
-22% -$97K 0.02% 442
2025
Q1 		$447K Buy
10,955
+568
+5% +$25K 0.04% 308
2024
Q4 		$467K Buy
10,387
+319
+3% +$14.8K 0.06% 254
2024
Q3 		$458K Sell
10,068
-3,791
-27% -$167K 0.09% 190
2024
Q2 		$576K Sell
13,859
-1,505
-10% -$62.7K 0.19% 125
2024
Q1 		$661K Buy
15,364
+6,749
+78% +$279K 0.38% 70
2023
Q4 		$363K Buy
+8,615
New +$325K 0.35% 84

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

Savvy Advisors Inc's SPSM Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9% in Q1 2026, buying an estimated $46K and bringing the position to 11,242 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #628.

Savvy Advisors Inc first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $661K in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Savvy Advisors Inc held 11,242 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $543K as of Q1 2026.
  • Savvy Advisors Inc bought 929 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $46K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #628 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $661K in Q1 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.