SI
SPSM icon

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
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 $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

Stephens Inc's SPSM Position: Q1 2026 in Review

Stephens Inc reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.18% in Q1 2026, selling an estimated $990 and leaving 11,176 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #831.

Stephens Inc first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Stephens Inc held 11,176 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $540K as of Q1 2026.
  • Stephens Inc sold 20 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $990.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #831 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 10 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 Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.