Apella Capital
SPSM icon

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

Apella Capital’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
Q3 		$619K Sell
11,612
-298
-3% -$16.8K 0.01% 472
2026
Q2 		$674K Sell
11,910
-477
-4% -$25.5K 0.01% 417
2026
Q1 		$653K Sell
12,387
-755
-6% -$37.4K 0.01% 417
2025
Q4 		$616K Sell
13,142
-9,266
-41% -$432K 0.01% 329
2025
Q3 		$1.03M Sell
22,408
-294
-1% -$13.2K 0.02% 253
2025
Q2 		$984K Buy
22,702
+136
+0.6% +$5.48K 0.03% 221
2025
Q1 		$867K Buy
22,566
+8
+0% +$352 0.03% 200
2024
Q4 		$1.01M Buy
22,558
+52
+0.2% +$2.42K 0.04% 162
2024
Q3 		$1.01M Buy
22,506
+17
+0.1% +$747 0.04% 149
2024
Q2 		$923K Buy
22,489
+2,048
+10% +$85.3K 0.04% 153
2024
Q1 		$866K Buy
20,441
+19
+0.1% +$785 0.04% 151
2023
Q4 		$833K Sell
20,422
-776
-4% -$29.2K 0.05% 150
2023
Q3 		$782K Buy
21,198
+366
+2% +$14.3K 0.06% 137
2023
Q2 		$809K Buy
+20,832
New +$774K 0.06% 133
2022
Q4 		$471K Sell
12,750
-711
-5% -$26.6K 0.04% 156
2022
Q3 		$458K Sell
13,461
-22
-0.2% -$833 0.05% 142
2022
Q2 		$485K Sell
13,483
-1,978
-13% -$76.8K 0.06% 145
2022
Q1 		$650K Sell
15,461
-978
-6% -$41.2K 0.09% 110
2021
Q4 		$735K Sell
16,439
-20,381
-55% -$906K 0.09% 104
2021
Q3 		$1.57M Buy
36,820
+12,541
+52% +$537K 0.23% 74
2021
Q2 		$1.07M Buy
+24,279
New +$1.05M 0.18% 90

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Apella Capital's SPSM Position: Q3 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.5% in Q3 2026, selling an estimated $16.8K and leaving 11,612 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #472.

Apella Capital first reported a position in SPSM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.57M in Q3 2021. 698 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Apella Capital held 11,612 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $619K as of Q3 2026.
  • Apella Capital sold 298 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $16.8K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #472 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.57M in Q3 2021.
  • 698 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.