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

Alpha Capital 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	$2.47M	Sell	42,837 -961	-2%	-$51.3K	2.13%	15
2026 Q1	$2.12M	Buy	43,798 +1,101	+3%	+$54.5K	2.01%	17
2025 Q4	$2.1M	Buy	+42,697	New	+$1.99M	1.95%	17

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alpha Capital Advisors's SPSM Position: Q2 2026 in Review

Alpha Capital Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.2% in Q2 2026, selling an estimated $51.3K and leaving 42,837 shares worth $2.47M. The position accounts for 2.13% of the portfolio, ranked #15.

Alpha Capital Advisors first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Alpha Capital Advisors held 42,837 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.47M as of Q2 2026.
Alpha Capital Advisors sold 961 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $51.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.13% of Alpha Capital Advisors's portfolio in Q2 2026, its #15 holding.
Alpha Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 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 Alpha Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.