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

Summit Financial’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 		$3.58M Buy
74,014
+51,377
+227% +$2.54M 0.05% 407
2025
Q4 		$1.06M Buy
22,637
+6,235
+38% +$291K 0.02% 653
2025
Q3 		$760K Buy
16,402
+368
+2% +$16.5K 0.01% 737
2025
Q2 		$683K Buy
16,034
+3,445
+27% +$139K 0.02% 497
2025
Q1 		$513K Buy
+12,589
New +$555K 0.01% 505

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

Summit Financial's SPSM Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 227% in Q1 2026, buying an estimated $2.54M and bringing the position to 74,014 shares worth $3.58M. The position accounts for 0.05% of the portfolio, ranked #407.

Summit Financial first reported a position in SPSM in Q1 2025 and has held it in 5 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Summit Financial held 74,014 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.58M as of Q1 2026.
  • Summit Financial bought 51,377 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $2.54M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #407 holding.
  • Summit Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 5 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.