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

ACT Advisors’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
Q2 		$579K Buy
10,046
+480
+5% +$25.6K 0.19% 35
2026
Q1 		$462K Sell
9,566
-530
-5% -$26.2K 0.2% 39
2025
Q4 		$473K Sell
10,096
-231
-2% -$10.8K 0.19% 37
2025
Q3 		$478K Buy
10,327
+544
+6% +$24.4K 0.19% 38
2025
Q2 		$417K Sell
9,783
-525
-5% -$21.2K 0.19% 36
2025
Q1 		$420K Buy
10,308
+235
+2% +$10.4K 0.23% 32
2024
Q4 		$452K Buy
10,073
+2,461
+32% +$114K 0.24% 30
2024
Q3 		$346K Buy
7,612
+145
+2% +$6.37K 0.16% 35
2024
Q2 		$310K Sell
7,467
-47
-0.6% -$1.96K 0.16% 34
2024
Q1 		$323K Sell
7,514
-194
-3% -$8.02K 0.18% 32
2023
Q4 		$325K Sell
7,708
-181
-2% -$6.82K 0.19% 31
2023
Q3 		$291K Buy
+7,889
New +$307K 0.18% 28

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

ACT Advisors's SPSM Position: Q2 2026 in Review

ACT Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5% in Q2 2026, buying an estimated $25.6K and bringing the position to 10,046 shares worth $579K. The position accounts for 0.19% of the portfolio, ranked #35.

ACT Advisors first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • ACT Advisors held 10,046 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $579K as of Q2 2026.
  • ACT Advisors bought 480 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $25.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.19% of ACT Advisors's portfolio in Q2 2026, its #35 holding.
  • ACT Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.