Arcadia Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Arcadia Investment Management’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 Q1	$629	Sell	13 -110	-89%	-$5.45K	﹤0.01%	289
2025 Q4	$5.76K	Sell	123 -3,021	-96%	-$141K	﹤0.01%	228
2025 Q3	$146K	Hold	3,144	–	–	0.02%	132
2025 Q2	$134K	Sell	3,144 -422	-12%	-$17K	0.02%	136
2025 Q1	$145K	Sell	3,566 -333	-9%	-$14.7K	0.03%	135
2024 Q4	$175K	Hold	3,899	–	–	0.03%	126
2024 Q3	$177K	Hold	3,899	–	–	0.03%	130
2024 Q2	$162K	Hold	3,899	–	–	0.03%	132
2024 Q1	$168K	Hold	3,899	–	–	0.03%	131
2023 Q4	$164K	Buy	3,899 +89	+2%	+$3.35K	0.03%	137
2023 Q3	$141K	Hold	3,810	–	–	0.03%	141
2023 Q2	$148K	Buy	+3,810	New	+$142K	0.03%	143

Other funds holding SPSM

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

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

Betterment LLC New York $59.1B AUM 18.41% 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

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

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

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

Arcadia Investment Management's SPSM Position: Q1 2026 in Review

Arcadia Investment Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 89% in Q1 2026, selling an estimated $5.45K and leaving 13 shares worth $629. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Arcadia Investment Management first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $177K in Q3 2024. 1,007 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Arcadia Investment Management held 13 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $629 as of Q1 2026.
Arcadia Investment Management sold 110 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $5.45K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #289 holding.
Arcadia Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
Arcadia Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $177K in Q3 2024.
1,007 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.