Advisor Resource Council’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Advisor Resource Council’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	$657K	Buy	13,597 +157	+1%	+$7.77K	0.21%	97
2025 Q4	$666K	Buy	+13,440	New	+$627K	0.24%	94
2025 Q2	–	Sell	-137,440	Closed	-$5.5M	–	529
2025 Q1	$5.5M	Buy	+137,440	New	+$6.05M	0.44%	54
2024 Q4	–	Sell	-4,830	Closed	-$220K	–	245
2024 Q3	$220K	Buy	+4,830	New	+$212K	0.1%	211
2024 Q1	–	Sell	-99,925	Closed	-$4.21M	–	483
2023 Q4	$4.21M	Buy	+99,925	New	+$3.76M	0.49%	54
2022 Q3	–	Sell	-47,547	Closed	-$1.71M	–	451
2022 Q2	$1.71M	Buy	+47,547	New	+$1.85M	0.16%	145
2022 Q1	–	Sell	-39,497	Closed	-$1.76M	–	492
2021 Q4	$1.76M	Buy	+39,497	New	+$1.76M	0.14%	164
2021 Q3	–	Sell	-33,500	Closed	-$1.47M	–	452
2021 Q2	$1.47M	Buy	+33,500	New	+$1.46M	0.15%	150

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Resource Council's SPSM Position: Q1 2026 in Review

Advisor Resource Council increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.2% in Q1 2026, buying an estimated $7.77K and bringing the position to 13,597 shares worth $657K. The position accounts for 0.21% of the portfolio, ranked #97.

Advisor Resource Council first reported a position in SPSM in Q2 2021 and has held it in 8 quarters since. The position peaked at $5.5M in Q1 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Advisor Resource Council held 13,597 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $657K as of Q1 2026.
Advisor Resource Council bought 157 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $7.77K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.21% of Advisor Resource Council's portfolio in Q1 2026, its #97 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and has held it in 8 quarters since.
Advisor Resource Council's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.5M in Q1 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 Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.