Advisory Services Network’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Advisory Services Network’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	$1.29M	Buy	26,761 +4,485	+20%	+$222K	0.02%	812
2025 Q4	$1.04M	Buy	22,276 +5,511	+33%	+$257K	0.01%	870
2025 Q3	$777K	Buy	16,765 +6,636	+66%	+$298K	0.01%	989
2025 Q2	$435K	Sell	10,129 -3,756	-27%	-$151K	0.01%	1223
2025 Q1	$566K	Buy	13,885 +1,005	+8%	+$44.3K	0.01%	996
2024 Q4	$579K	Buy	+12,880	New	+$599K	0.01%	977
2024 Q1	–	Sell	-4,892	Closed	-$206K	–	3372
2023 Q4	$206K	Buy	+4,892	New	+$184K	0.01%	1263
2023 Q2	–	Sell	-3,251	Closed	-$123K	–	3371
2023 Q1	$123K	Sell	3,251 -838	-20%	-$32.7K	﹤0.01%	1539
2022 Q4	$151K	Buy	+4,089	New	+$153K	﹤0.01%	1402
2021 Q4	–	Sell	-6,513	Closed	-$277K	–	1501
2021 Q3	$277K	Buy	6,513 +2,231	+52%	+$95.6K	0.01%	1138
2021 Q2	$188K	Buy	+4,282	New	+$186K	0.01%	1299
2021 Q1	–	Sell	-3,530	Closed	-$126K	–	2727
2020 Q4	$126K	Sell	3,530 -18,490	-84%	-$592K	0.01%	1227
2020 Q3	$603K	Buy	22,020 +4,307	+24%	+$120K	0.03%	559
2020 Q2	$471K	Buy	17,713 +6,231	+54%	+$153K	0.03%	615
2020 Q1	$251K	Sell	11,482 -5,065	-31%	-$147K	0.02%	737
2019 Q4	$540K	Buy	16,547 +3,558	+27%	+$111K	0.03%	602
2019 Q3	$398K	Hold	12,989	–	–	0.02%	615
2019 Q2	$398K	Buy	12,989 +2,531	+24%	+$77K	0.02%	613
2019 Q1	$316K	Buy	10,458 +193	+2%	+$5.73K	0.02%	645
2018 Q4	$271K	Sell	10,265 -39,227	-79%	-$1.16M	0.02%	618
2018 Q3	$1.65M	Sell	49,492 -2,159	-4%	-$71.9K	0.12%	231
2018 Q2	$1.71M	Buy	51,651 +7,075	+16%	+$223K	0.13%	212
2018 Q1	$1.33M	Buy	44,576 +4,525	+11%	+$138K	0.11%	250
2017 Q4	$1.21M	Buy	40,051 +5,329	+15%	+$158K	0.11%	263
2017 Q3	$1.01M	Sell	34,722 -99	-0.3%	-$2.75K	0.12%	231
2017 Q2	$967K	Buy	34,821 +12,483	+56%	+$340K	0.13%	225
2017 Q1	$607K	Buy	+22,338	New	+$601K	0.09%	302
2016 Q3	$539K	Hold	21,873	–	–	0.1%	286
2016 Q2	$490K	Buy	+21,873	New	+$486K	0.11%	253

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

Advisory Services Network's SPSM Position: Q1 2026 in Review

Advisory Services Network increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 20% in Q1 2026, buying an estimated $222K and bringing the position to 26,761 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #812.

Advisory Services Network first reported a position in SPSM in Q2 2016 and has held it in 29 quarters since. The position peaked at $1.71M in Q2 2018. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Advisory Services Network held 26,761 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.29M as of Q1 2026.
Advisory Services Network bought 4,485 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $222K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #812 holding.
Advisory Services Network first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2016 and has held it in 29 quarters since.
Advisory Services Network's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.71M in Q2 2018.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.