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

TrueWealth Financial 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 		– Sell
-45,276
Closed -$2.12M – 104
2025
Q4 		$2.12M Buy
+45,276
New +$2.11M 1.75% 21

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TrueWealth Financial Partners's SPSM Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 45,276 shares — an estimated $2.12M sold.

TrueWealth Financial Partners first reported a position in SPSM in Q4 2025 and held it in 1 quarter. The position peaked at $2.12M in Q4 2025. 1,005 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 45,276 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $2.12M.
  • TrueWealth Financial Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.12M in Q4 2025.
  • 1,005 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.