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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$294K Buy
6,086
+409
+7% +$20.2K 0.09% 203
2025
Q4
$266K Buy
5,677
+185
+3% +$8.63K 0.08% 227
2025
Q3
$254K Sell
5,492
-1,620
-23% -$72.6K 0.08% 237
2025
Q2
$303K Buy
+7,112
New +$287K 0.11% 179

Other funds holding SPSM

Acorn Wealth Advisors's SPSM Position: Q1 2026 in Review

Acorn Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.2% in Q1 2026, buying an estimated $20.2K and bringing the position to 6,086 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #203.

Acorn Wealth Advisors first reported a position in SPSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $303K in Q2 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Acorn Wealth Advisors held 6,086 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $294K as of Q1 2026.
  • Acorn Wealth Advisors bought 409 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $20.2K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Acorn Wealth Advisors's portfolio in Q1 2026, its #203 holding.
  • Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Acorn Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $303K in Q2 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 Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.