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Alliance Wealth Advisors (Utah)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$617K Sell
10,693
-4,502
-30% -$240K 0.12% 106
2026
Q1 		$734K Sell
15,195
-4,761
-24% -$236K 0.16% 94
2025
Q4 		$935K Sell
19,956
-5,157
-21% -$241K 0.2% 107
2025
Q3 		$1.16M Buy
25,113
+4,691
+23% +$210K 0.27% 98
2025
Q2 		$870K Buy
20,422
+1,708
+9% +$68.9K 0.21% 113
2025
Q1 		$763K Buy
18,714
+872
+5% +$38.4K 0.2% 113
2024
Q4 		$801K Buy
17,842
+5,600
+46% +$260K 0.21% 119
2024
Q3 		$557K Buy
12,242
+257
+2% +$11.3K 0.15% 141
2024
Q2 		$498K Buy
11,985
+2,141
+22% +$89.2K 0.15% 138
2024
Q1 		$424K Buy
9,844
+320
+3% +$13.2K 0.13% 160
2023
Q4 		$402K Buy
9,524
+1,306
+16% +$49.2K 0.13% 162
2023
Q3 		$303K Buy
8,218
+1,188
+17% +$46.3K 0.11% 176
2023
Q2 		$273K Buy
7,030
+885
+14% +$32.9K 0.1% 187
2023
Q1 		$232K Sell
6,145
-82
-1% -$3.2K 0.09% 205
2022
Q4 		$230K Buy
+6,227
New +$233K 0.1% 199

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

Alliance Wealth Advisors (Utah)'s SPSM Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 30% in Q2 2026, selling an estimated $240K and leaving 10,693 shares worth $617K. The position accounts for 0.12% of the portfolio, ranked #106.

Alliance Wealth Advisors (Utah) first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q3 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 10,693 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $617K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 4,502 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $240K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #106 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.16M in Q3 2025.
  • 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 Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.