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

Aptus 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	$4.42M	Buy	76,683 +7,152	+10%	+$382K	0.03%	387
2026 Q1	$3.36M	Buy	69,531 +6,841	+11%	+$339K	0.03%	403
2025 Q4	$2.94M	Buy	62,690 +1,975	+3%	+$92.1K	0.02%	394
2025 Q3	$2.81M	Buy	60,715 +5,434	+10%	+$244K	0.02%	386
2025 Q2	$2.35M	Buy	55,281 +11,074	+25%	+$447K	0.02%	392
2025 Q1	$1.8M	Buy	44,207 +8,831	+25%	+$389K	0.02%	411
2024 Q4	$1.59M	Buy	35,376 +4,207	+13%	+$196K	0.02%	435
2024 Q3	$1.42M	Buy	31,169 +15,938	+105%	+$700K	0.02%	358
2024 Q2	$633K	Sell	15,231 -44,198	-74%	-$1.84M	0.01%	463
2024 Q1	$2.56M	Buy	59,429 +52,164	+718%	+$2.16M	0.05%	273
2023 Q4	$306K	Buy	7,265 +81	+1%	+$3.05K	0.01%	467
2023 Q3	$265K	Buy	7,184 +6,505	+958%	+$253K	0.01%	501
2023 Q2	$26.4K	Buy	679 +371	+120%	+$13.8K	﹤0.01%	637
2023 Q1	$11.6K	Hold	308	–	–	﹤0.01%	673
2022 Q4	$11.4K	Sell	308 -2,757	-90%	-$103K	﹤0.01%	686
2022 Q3	$104K	Buy	3,065 +2,727	+807%	+$103K	﹤0.01%	491
2022 Q2	$12K	Hold	338	–	–	﹤0.01%	561
2022 Q1	$14K	Buy	338 +10	+3%	+$421	﹤0.01%	583
2021 Q4	$15K	Hold	328	–	–	﹤0.01%	480
2021 Q3	$14K	Sell	328 -137	-29%	-$5.87K	﹤0.01%	457
2021 Q2	$20K	Hold	465	–	–	﹤0.01%	463
2021 Q1	$20K	Buy	465 +20	+4%	+$815	﹤0.01%	429
2020 Q4	$15K	Buy	445 +135	+44%	+$4.32K	﹤0.01%	402
2020 Q3	$8K	Hold	310	–	–	﹤0.01%	423
2020 Q2	$8K	Hold	310	–	–	﹤0.01%	375
2020 Q1	$6K	Hold	310	–	–	﹤0.01%	372
2019 Q4	$10K	Buy	+310	New	+$9.68K	﹤0.01%	458

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

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

Aptus Capital Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q2 2026, buying an estimated $382K and bringing the position to 76,683 shares worth $4.42M. The position accounts for 0.03% of the portfolio, ranked #387.

Aptus Capital Advisors first reported a position in SPSM in Q4 2019 and has held it in 27 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Aptus Capital Advisors held 76,683 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.42M as of Q2 2026.
Aptus Capital Advisors bought 7,152 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $382K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #387 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.