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

Waterloo Capital’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
-7,592
Closed -$356K – 523
2025
Q4 		$356K Buy
+7,592
New +$354K 0.03% 347

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

Waterloo Capital's SPSM Position: Q1 2026 in Review

Waterloo Capital sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 7,592 shares — an estimated $356K sold.

Waterloo Capital first reported a position in SPSM in Q4 2025 and held it in 1 quarter. The position peaked at $356K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Waterloo Capital reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Waterloo Capital sold 7,592 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $356K.
  • Waterloo Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and held it in 1 quarter.
  • Waterloo Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $356K in Q4 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.