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Ashton Thomas Private Wealth’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Ashton Thomas Private Wealth’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 		$844K Buy
+17,459
New +$864K 0.02% 576
2024
Q3 		– Sell
-585
Closed -$24.3K – 1666
2024
Q2 		$24.3K Buy
+585
New +$24.4K ﹤0.01% 1106

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

Ashton Thomas Private Wealth's SPSM Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 17,459 shares worth $844K. The stake represents 0.02% of the portfolio and ranks #576 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in SPSM as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in SPSM in Q2 2024 and has held it in 2 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Ashton Thomas Private Wealth held 17,459 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $844K as of Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #576 holding.
  • Ashton Thomas Private Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 2 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 Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.