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

Alta Wealth 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	$3.27M	Buy	56,652 +1,741	+3%	+$93K	0.89%	26
2026 Q1	$2.65M	Buy	54,911 +6,779	+14%	+$336K	0.86%	26
2025 Q4	$2.26M	Buy	48,132 +148	+0.3%	+$6.9K	0.75%	29
2025 Q3	$2.22M	Buy	47,984 +5,995	+14%	+$269K	0.8%	25
2025 Q2	$1.79M	Buy	41,989 +1,104	+3%	+$44.5K	0.84%	26
2025 Q1	$1.67M	Sell	40,885 -509	-1%	-$22.4K	0.77%	29
2024 Q4	$1.86M	Buy	41,394 +4,176	+11%	+$194K	0.81%	28
2024 Q3	$1.69M	Buy	37,218 +1,376	+4%	+$60.5K	0.77%	29
2024 Q2	$1.49M	Buy	35,842 +251	+0.7%	+$10.5K	0.74%	32
2024 Q1	$1.53M	Buy	35,591 +1,652	+5%	+$68.3K	0.78%	32
2023 Q4	$1.43M	Buy	33,939 +5,646	+20%	+$213K	0.8%	32
2023 Q3	$1.04M	Buy	28,293 +2,740	+11%	+$107K	0.64%	49
2023 Q2	$992K	Buy	25,553 +1,088	+4%	+$40.4K	0.58%	51
2023 Q1	$924K	Buy	24,465 +3,808	+18%	+$149K	0.58%	52
2022 Q4	$764K	Buy	20,657 +8,465	+69%	+$317K	0.52%	58
2022 Q3	$415K	Buy	12,192 +5,182	+74%	+$196K	0.3%	102
2022 Q2	$251K	Sell	7,010 -42	-0.6%	-$1.63K	0.17%	124
2022 Q1	$297K	Buy	7,052 +1,205	+21%	+$50.7K	0.18%	128
2021 Q4	$261K	Buy	+5,847	New	+$260K	0.16%	134

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

Alta Wealth Advisors's SPSM Position: Q2 2026 in Review

Alta Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.2% in Q2 2026, buying an estimated $93K and bringing the position to 56,652 shares worth $3.27M. The position accounts for 0.89% of the portfolio, ranked #26.

Alta Wealth Advisors first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Alta Wealth Advisors held 56,652 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.27M as of Q2 2026.
Alta Wealth Advisors bought 1,741 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $93K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.89% of Alta Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Alta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 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 Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.