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Stone House Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Stone House Investment 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 		$19.8K Sell
410
-69
-14% -$3.42K ﹤0.01% 277
2025
Q4 		$22.5K Sell
479
-46
-9% -$2.15K ﹤0.01% 243
2025
Q3 		$24.3K Buy
+525
New +$23.5K ﹤0.01% 211
2019
Q2 		– Sell
-8,109
Closed -$245K – 175
2019
Q1 		$245K Buy
+8,109
New +$241K 0.13% 44
2018
Q4 		– Sell
-6,805
Closed -$226K – 54
2018
Q3 		$226K Buy
+6,805
New +$227K 0.13% 49

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

Stone House Investment Management's SPSM Position: Q1 2026 in Review

Stone House Investment Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q1 2026, selling an estimated $3.42K and leaving 410 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Stone House Investment Management first reported a position in SPSM in Q3 2018 and has held it in 5 quarters since. The position peaked at $245K in Q1 2019. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Stone House Investment Management held 410 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $19.8K as of Q1 2026.
  • Stone House Investment Management sold 69 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.42K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #277 holding.
  • Stone House Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 5 quarters since.
  • Stone House Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $245K in Q1 2019.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.