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

Arkadios 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
Q1 		$4.48M Buy
92,653
+67,497
+268% +$3.34M 0.07% 283
2025
Q4 		$1.18M Buy
25,156
+4,134
+20% +$193K 0.02% 630
2025
Q3 		$974K Buy
21,022
+3,146
+18% +$141K 0.02% 650
2025
Q2 		$761K Buy
17,876
+787
+5% +$31.7K 0.02% 687
2025
Q1 		$697K Buy
17,089
+3,443
+25% +$152K 0.03% 587
2024
Q4 		$613K Buy
13,646
+1
+0% +$47 0.03% 465
2024
Q3 		$621K Buy
13,645
+62
+0.5% +$2.72K 0.04% 466
2024
Q2 		$564K Buy
13,583
+240
+2% +$10K 0.04% 431
2024
Q1 		$574K Buy
13,343
+2,201
+20% +$91K 0.04% 358
2023
Q4 		$470K Sell
11,142
-5
-0% -$188 0.04% 383
2023
Q3 		$411K Buy
11,147
+7
+0.1% +$273 0.04% 393
2023
Q2 		$433K Sell
11,140
-181
-2% -$6.73K 0.05% 350
2023
Q1 		$428K Buy
11,321
+1
+0% +$39 0.05% 342
2022
Q4 		$419K Sell
11,320
-783
-6% -$29.3K 0.06% 319
2022
Q3 		$412K Hold
12,103
– – 0.06% 307
2022
Q2 		$435K Sell
12,103
-1,935
-14% -$75.1K 0.06% 311
2022
Q1 		$591K Buy
14,038
+148
+1% +$6.23K 0.08% 277
2021
Q4 		$621K Buy
+13,890
New +$617K 0.08% 285
2020
Q3 		– Sell
-8
Closed -$210 – 1066
2020
Q2 		$210 Buy
+8
New +$197 ﹤0.01% 929

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's SPSM Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 268% in Q1 2026, buying an estimated $3.34M and bringing the position to 92,653 shares worth $4.48M. The position accounts for 0.07% of the portfolio, ranked #283.

Arkadios Wealth Advisors first reported a position in SPSM in Q2 2020 and has held it in 19 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Arkadios Wealth Advisors held 92,653 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.48M as of Q1 2026.
  • Arkadios Wealth Advisors bought 67,497 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.34M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #283 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 19 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.