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Strategic Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Strategic Wealth Partners’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 		$222K Sell
4,597
-210
-4% -$10.4K 0.02% 291
2025
Q4 		$225K Sell
4,807
-1,231
-20% -$57.4K 0.02% 301
2025
Q3 		$280K Sell
6,038
-16,769
-74% -$752K 0.02% 291
2025
Q2 		$972K Buy
+22,807
New +$920K 0.08% 159
2024
Q4 		$5.42M Sell
118,509
-10,387
-8% -$483K 0.45% 78
2024
Q3 		$5.87M Sell
128,896
-36
-0% -$1.58K 0.56% 60
2024
Q2 		$5.35M Sell
128,932
-61
-0% -$2.54K 0.56% 62
2024
Q1 		$5.55M Buy
128,993
+440
+0.3% +$18.2K 0.61% 58
2023
Q4 		$5.42M Buy
128,553
+968
+0.8% +$36.5K 0.67% 47
2023
Q3 		$4.71M Buy
127,585
+703
+0.6% +$27.4K 0.62% 37
2023
Q2 		$4.93M Buy
+126,882
New +$4.72M 0.64% 33
2018
Q4 		– Sell
-57,163
Closed -$1.9M – 710
2018
Q3 		$1.9M Buy
+57,163
New +$1.9M 1.01% 21
2018
Q2 		– Sell
-887
Closed -$27K – 826
2018
Q1 		$27K Sell
887
-52
-6% -$1.58K 0.01% 312
2017
Q4 		$28K Buy
+939
New +$27.8K 0.02% 278

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

Strategic Wealth Partners's SPSM Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.4% in Q1 2026, selling an estimated $10.4K and leaving 4,597 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #291.

Strategic Wealth Partners first reported a position in SPSM in Q4 2017 and has held it in 14 quarters since. The position peaked at $5.87M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Strategic Wealth Partners held 4,597 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $222K as of Q1 2026.
  • Strategic Wealth Partners sold 210 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $10.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #291 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 14 quarters since.
  • Strategic Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.87M in Q3 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.