Advisornet Financial’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 | $2.46M | Buy |
50,811
+1,323
| +3% | +$65.5K | 0.13% | 151 |
|
|
2025
Q4 | $2.32M | Buy |
49,488
+2,468
| +5% | +$115K | 0.12% | 150 |
|
|
2025
Q3 | $2.18M | Buy |
47,020
+617
| +1% | +$27.7K | 0.12% | 152 |
|
|
2025
Q2 | $1.98M | Buy |
46,403
+6,212
| +15% | +$250K | 0.13% | 164 |
|
|
2025
Q1 | $1.64M | Sell |
40,191
-467
| -1% | -$20.6K | 0.12% | 180 |
|
|
2024
Q4 | $1.83M | Buy |
40,658
+3,958
| +11% | +$184K | 0.15% | 144 |
|
|
2024
Q3 | $1.67M | Buy |
36,700
+2,674
| +8% | +$117K | 0.12% | 166 |
|
|
2024
Q2 | $1.41M | Buy |
34,026
+2,557
| +8% | +$107K | 0.13% | 166 |
|
|
2024
Q1 | $1.35M | Buy |
31,469
+28,737
| +1,052% | +$1.19M | 0.13% | 169 |
|
|
2023
Q4 | $115K | Buy |
2,732
+166
| +6% | +$6.25K | 0.01% | 604 |
|
|
2023
Q3 | $94.7K | Sell |
2,566
-81
| -3% | -$3.15K | 0.01% | 632 |
|
|
2023
Q2 | $103K | Sell |
2,647
-132
| -5% | -$4.91K | 0.01% | 645 |
|
|
2023
Q1 | $105K | Buy |
2,779
+103
| +4% | +$4.02K | 0.01% | 610 |
|
|
2022
Q4 | $98.9K | Sell |
2,676
-27
| -1% | -$1.01K | 0.01% | 625 |
|
|
2022
Q3 | $92K | Sell |
2,703
-239
| -8% | -$9.05K | 0.01% | 676 |
|
|
2022
Q2 | $106K | Sell |
2,942
-51
| -2% | -$1.98K | 0.01% | 646 |
|
|
2022
Q1 | $126K | Buy |
2,993
+591
| +25% | +$24.9K | 0.01% | 676 |
|
|
2021
Q4 | $107K | Sell |
2,402
-123
| -5% | -$5.47K | 0.01% | 782 |
|
|
2021
Q3 | $108K | Buy |
2,525
+7
| +0.3% | +$300 | 0.01% | 763 |
|
|
2021
Q2 | $111K | Sell |
2,518
-116
| -4% | -$5.04K | 0.01% | 751 |
|
|
2021
Q1 | $111K | Sell |
2,634
-9
| -0.3% | -$367 | 0.01% | 722 |
|
|
2020
Q4 | $95K | Sell |
2,643
-116
| -4% | -$3.72K | 0.01% | 709 |
|
|
2020
Q3 | $76K | Sell |
2,759
-258
| -9% | -$7.19K | 0.01% | 749 |
|
|
2020
Q2 | $80K | Sell |
3,017
-13,375
| -82% | -$329K | 0.01% | 738 |
|
|
2020
Q1 | $358K | Sell |
16,392
-16,426
| -50% | -$476K | 0.03% | 366 |
|
|
2019
Q4 | $1.07M | Sell |
32,818
-1,139
| -3% | -$35.6K | 0.09% | 207 |
|
|
2019
Q3 | $1.02M | Buy |
33,957
+3,462
| +11% | +$104K | 0.09% | 212 |
|
|
2019
Q2 | $934K | Buy |
30,495
+9,225
| +43% | +$281K | 0.1% | 200 |
|
|
2019
Q1 | $643K | Sell |
21,270
-7,102
| -25% | -$211K | 0.08% | 246 |
|
|
2018
Q4 | $748K | Buy |
28,372
+4,350
| +18% | +$128K | 0.1% | 191 |
|
|
2018
Q3 | $798K | Buy |
24,022
+9,117
| +61% | +$304K | 0.1% | 197 |
|
|
2018
Q2 | $481K | Buy |
14,905
+1,176
| +9% | +$37K | 0.07% | 240 |
|
|
2018
Q1 | $411K | Buy |
13,729
+12,691
| +1,223% | +$386K | 0.06% | 258 |
|
|
2017
Q4 | $31K | Buy |
+1,038
| New | +$30.8K | ﹤0.01% | 772 |
|
Other funds holding SPSM
VA
CCWA
Advisornet Financial's SPSM Position: Q1 2026 in Review
Advisornet Financial increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q1 2026, buying an estimated $65.5K and bringing the position to 50,811 shares worth $2.46M. The position accounts for 0.13% of the portfolio, ranked #151.
Advisornet Financial first reported a position in SPSM in Q4 2017 and has held it in 34 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.
- Advisornet Financial held 50,811 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.46M as of Q1 2026.
- Advisornet Financial bought 1,323 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $65.5K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Advisornet Financial's portfolio in Q1 2026, its #151 holding.
- Advisornet Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 34 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 Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.