Thrivent Financial for Lutherans
SPSM icon

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

Thrivent Financial for Lutherans’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 		$4.68M Sell
96,912
-76,158
-44% -$3.77M 0.01% 939
2025
Q4 		$8.2M Buy
173,070
+111,880
+183% +$5.22M 0.01% 745
2025
Q3 		$2.83M Buy
61,190
+44,371
+264% +$1.99M 0.01% 1125
2025
Q2 		$716K Sell
16,819
-269,519
-94% -$10.9M ﹤0.01% 1979
2025
Q1 		$14M Sell
286,338
-63,977
-18% -$2.82M 0.03% 475
2024
Q4 		$16.9M Sell
350,315
-158,125
-31% -$7.36M 0.03% 488
2024
Q3 		$23.1M Buy
508,440
+4,733
+0.9% +$208K 0.04% 430
2024
Q2 		$20.9M Buy
503,707
+20,655
+4% +$861K 0.04% 436
2024
Q1 		$20.8M Sell
483,052
-168,504
-26% -$6.97M 0.04% 451
2023
Q4 		$27.5M Buy
651,556
+51,592
+9% +$1.94M 0.06% 354
2023
Q3 		$22.2M Buy
599,964
+182,762
+44% +$7.12M 0.05% 383
2023
Q2 		$16.2M Buy
+417,202
New +$15.5M 0.04% 476
2023
Q1 		– Sell
-8,411
Closed -$311K – 2502
2022
Q4 		$311K Buy
8,411
+131
+2% +$4.91K ﹤0.01% 2249
2022
Q3 		$282K Sell
8,280
-737
-8% -$27.9K ﹤0.01% 2246
2022
Q2 		$324K Buy
9,017
+3,127
+53% +$121K ﹤0.01% 2242
2022
Q1 		$248K Buy
+5,890
New +$248K ﹤0.01% 2394
2021
Q4 		– Hold
0
– – – 1221
2021
Q3 		– Hold
0
– – – 1181
2021
Q2 		– Hold
0
– – – 1245
2021
Q1 		– Hold
0
– – – 1288
2020
Q4 		– Hold
0
– – – 1321
2020
Q3 		– Hold
0
– – – 1328
2020
Q2 		– Hold
0
– – – 1734
2020
Q1 		– Hold
0
– – – 1525
2019
Q4 		– Hold
0
– – – 1505
2019
Q3 		– Hold
0
– – – 1476
2019
Q2 		– Hold
0
– – – 1551
2019
Q1 		– Hold
0
– – – 1617

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

Thrivent Financial for Lutherans's SPSM Position: Q1 2026 in Review

Thrivent Financial for Lutherans reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 44% in Q1 2026, selling an estimated $3.77M and leaving 96,912 shares worth $4.68M. The position accounts for 0.01% of the portfolio, ranked #939.

Thrivent Financial for Lutherans first reported a position in SPSM in Q1 2022 and has held it in 16 quarters since. The position peaked at $27.5M in Q4 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Thrivent Financial for Lutherans held 96,912 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.68M as of Q1 2026.
  • Thrivent Financial for Lutherans sold 76,158 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.77M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #939 holding.
  • Thrivent Financial for Lutherans first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 16 quarters since.
  • Thrivent Financial for Lutherans's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $27.5M in Q4 2023.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.