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

Stephens 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
Q2 		$639K Sell
11,086
-90
-0.8% -$4.81K 0.01% 806
2026
Q1 		$540K Sell
11,176
-20
-0.2% -$990 0.01% 831
2025
Q4 		$525K Buy
11,196
+238
+2% +$11.1K 0.01% 832
2025
Q3 		$508K Buy
10,958
+83
+0.8% +$3.72K 0.01% 848
2025
Q2 		$463K Buy
10,875
+162
+2% +$6.53K 0.01% 863
2025
Q1 		$437K Sell
10,713
-70
-0.6% -$3.08K 0.01% 866
2024
Q4 		$484K Sell
10,783
-335
-3% -$15.6K 0.01% 848
2024
Q3 		$506K Buy
11,118
+3,278
+42% +$144K 0.01% 835
2024
Q2 		$326K Hold
7,840
– – 0.01% 970
2024
Q1 		$337K Buy
7,840
+495
+7% +$20.5K 0.01% 965
2023
Q4 		$310K Buy
+7,345
New +$277K 0.01% 923

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $495B AUM 43.24% 1-Year Est. Return

Stephens Inc's SPSM Position: Q2 2026 in Review

Stephens Inc reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.81% in Q2 2026, selling an estimated $4.81K and leaving 11,086 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #806.

Stephens Inc first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Stephens Inc held 11,086 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $639K as of Q2 2026.
  • Stephens Inc sold 90 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.81K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #806 holding.
  • Stephens Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.