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SPSM icon

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

Sunpointe’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 		$393K Sell
8,132
-499
-6% -$24.7K 0.13% 161
2025
Q4 		$404K Sell
8,631
-342
-4% -$15.9K 0.13% 157
2025
Q3 		$416K Buy
8,973
+2,289
+34% +$103K 0.15% 141
2025
Q2 		$285K Sell
6,684
-15,671
-70% -$632K 0.11% 172
2025
Q1 		$911K Buy
22,355
+311
+1% +$13.7K 0.49% 44
2024
Q4 		$990K Buy
22,044
+128
+0.6% +$5.95K 0.5% 46
2024
Q3 		$997K Buy
+21,916
New +$963K 0.82% 27

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

Sunpointe's SPSM Position: Q1 2026 in Review

Sunpointe reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.8% in Q1 2026, selling an estimated $24.7K and leaving 8,132 shares worth $393K. The position accounts for 0.13% of the portfolio, ranked #161.

Sunpointe first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $997K in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Sunpointe held 8,132 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $393K as of Q1 2026.
  • Sunpointe sold 499 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $24.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Sunpointe's portfolio in Q1 2026, its #161 holding.
  • Sunpointe first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Sunpointe's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $997K 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 Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.