AIC
SPSM icon

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

Archer Investment Corporation’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 		– Sell
-404
Closed -$19.5K – 1282
2026
Q1 		$19.5K Buy
+404
New +$20K ﹤0.01% 683
2019
Q3 		– Sell
-88
Closed -$3K – 543
2019
Q2 		$3K Buy
88
+32
+57% +$973 ﹤0.01% 421
2019
Q1 		$2K Sell
56
-77
-58% -$2.29K ﹤0.01% 451
2018
Q4 		$4K Buy
+133
New +$3.92K ﹤0.01% 376

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Archer Investment Corporation's SPSM Position: Q2 2026 in Review

Archer Investment Corporation sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 404 shares — an estimated $19.5K sold.

Archer Investment Corporation first reported a position in SPSM in Q4 2018 and held it in 4 quarters. The position peaked at $19.5K in Q1 2026. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Archer Investment Corporation reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Archer Investment Corporation sold 404 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $19.5K.
  • Archer Investment Corporation first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 4 quarters.
  • Archer Investment Corporation's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $19.5K in Q1 2026.
  • 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 Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.