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

Armis Advisers’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	$1.47M	Sell	27,566 -2,040	-7%	-$115K	0.12%	128
2026 Q2	$1.69M	Sell	29,606 -16,896	-36%	-$902K	0.16%	105
2026 Q1	$2.45M	Buy	46,502 +18,330	+65%	+$907K	0.24%	75
2025 Q4	$1.32M	Sell	28,172 -6,899	-20%	-$322K	0.15%	109
2025 Q3	$1.61M	Buy	+35,071	New	+$1.57M	0.15%	100
2025 Q1	–	Sell	-4,527	Closed	-$203K	–	457
2024 Q4	$203K	Buy	+4,527	New	+$211K	0.02%	345

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Armis Advisers's SPSM Position: Q3 2026 in Review

Armis Advisers reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.9% in Q3 2026, selling an estimated $115K and leaving 27,566 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #128.

Armis Advisers first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.45M in Q1 2026. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Armis Advisers held 27,566 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.47M as of Q3 2026.
Armis Advisers sold 2,040 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $115K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Armis Advisers's portfolio in Q3 2026, its #128 holding.
Armis Advisers first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.45M in Q1 2026.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.