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

Signet Financial Management’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	$2.49M	Buy	51,574 +4,087	+9%	+$202K	0.28%	110
2025 Q4	$2.23M	Buy	47,487 +9,763	+26%	+$455K	0.25%	113
2025 Q3	$1.75M	Buy	37,724 +5,456	+17%	+$245K	0.2%	130
2025 Q2	$1.37M	Buy	32,268 +10,419	+48%	+$420K	0.17%	145
2025 Q1	$891K	Buy	21,849 +13,983	+178%	+$616K	0.12%	162
2024 Q4	$353K	Sell	7,866 -500	-6%	-$23.3K	0.05%	213
2024 Q3	$381K	Buy	8,366 +672	+9%	+$29.5K	0.05%	207
2024 Q2	$320K	Buy	+7,694	New	+$321K	0.04%	214
2024 Q1	–	Sell	-7,887	Closed	-$333K	–	284
2023 Q4	$333K	Buy	+7,887	New	+$297K	0.05%	222
2022 Q1	–	Sell	-1,003	Closed	-$45K	–	1190
2021 Q4	$45K	Buy	+1,003	New	+$44.6K	0.01%	522
2018 Q4	–	Sell	-3,503	Closed	-$116K	–	740
2018 Q3	$116K	Sell	3,503 -1,109	-24%	-$36.9K	0.02%	294
2018 Q2	$149K	Buy	4,612 +515	+13%	+$16.2K	0.03%	255
2018 Q1	$123K	Buy	+4,097	New	+$125K	0.02%	261

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Signet Financial Management's SPSM Position: Q1 2026 in Review

Signet Financial Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.6% in Q1 2026, buying an estimated $202K and bringing the position to 51,574 shares worth $2.49M. The position accounts for 0.28% of the portfolio, ranked #110.

Signet Financial Management first reported a position in SPSM in Q1 2018 and has held it in 13 quarters since. 1,005 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Signet Financial Management held 51,574 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.49M as of Q1 2026.
Signet Financial Management bought 4,087 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $202K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.28% of Signet Financial Management's portfolio in Q1 2026, its #110 holding.
Signet Financial Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 13 quarters since.
1,005 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.