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

Sunbelt Securities’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	$70.9K	Hold	1,467	–	–	﹤0.01%	937
2025 Q4	$68.7K	Hold	1,467	–	–	﹤0.01%	915
2025 Q3	$68K	Buy	1,467 +404	+38%	+$18.1K	﹤0.01%	927
2025 Q2	$47.8K	Hold	1,063	–	–	﹤0.01%	950
2025 Q1	$43.3K	Hold	1,063	–	–	﹤0.01%	945
2024 Q4	$47.7K	Hold	1,063	–	–	﹤0.01%	950
2024 Q3	$48.4K	Sell	1,063 -77	-7%	-$3.38K	﹤0.01%	953
2024 Q2	$47.3K	Sell	1,140 -5	-0.4%	-$208	﹤0.01%	914
2024 Q1	$49.3K	Buy	1,145 +5	+0.4%	+$207	0.01%	878
2023 Q4	$48.1K	Hold	1,140	–	–	0.01%	825
2023 Q3	$42.1K	Buy	1,140 +522	+84%	+$20.3K	0.01%	844
2023 Q2	$24K	Hold	618	–	–	﹤0.01%	975
2023 Q1	$22.9K	Buy	+618	New	+$24.1K	﹤0.01%	924

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunbelt Securities's SPSM Position: Q1 2026 in Review

Sunbelt Securities held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 1,467 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Sunbelt Securities first reported a position in SPSM in Q1 2023 and has held it in 13 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Sunbelt Securities held 1,467 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $70.9K as of Q1 2026.
Sunbelt Securities left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #937 holding.
Sunbelt Securities first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 13 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.