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

Venture Visionary 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 		$370K Buy
7,657
+204
+3% +$10.1K 0.01% 475
2025
Q4 		$349K Buy
+7,453
New +$348K 0.01% 498
2022
Q3 		– Sell
-484
Closed -$17.4K – 1391
2022
Q2 		$17.4K Buy
+484
New +$18.8K ﹤0.01% 1062

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

Venture Visionary Partners's SPSM Position: Q1 2026 in Review

Venture Visionary Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q1 2026, buying an estimated $10.1K and bringing the position to 7,657 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #475.

Venture Visionary Partners first reported a position in SPSM in Q2 2022 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Venture Visionary Partners held 7,657 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $370K as of Q1 2026.
  • Venture Visionary Partners bought 204 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $10.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Venture Visionary Partners's portfolio in Q1 2026, its #475 holding.
  • Venture Visionary Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 3 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 Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.