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

Aspire Capital 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 Q2	$12.6M	Buy	218,016 +3	+0%	+$160	2.45%	15
2026 Q1	$10.5M	Buy	218,013 +8,773	+4%	+$434K	2.37%	15
2025 Q4	$9.8M	Buy	209,240 +3,787	+2%	+$177K	2.3%	15
2025 Q3	$9.52M	Buy	205,453 +25,607	+14%	+$1.15M	2.35%	14
2025 Q2	$7.66M	Sell	179,846 -50,672	-22%	-$2.04M	2.12%	14
2025 Q1	$9.4M	Sell	230,518 -11,194	-5%	-$493K	2.8%	12
2024 Q4	$10.9M	Buy	241,712 +8,746	+4%	+$407K	3.11%	9
2024 Q3	$10.6M	Buy	232,966 +3,367	+1%	+$148K	3.16%	10
2024 Q2	$9.54M	Buy	229,599 +8,052	+4%	+$336K	3.12%	10
2024 Q1	$9.54M	Sell	221,547 -32,421	-13%	-$1.34M	3.21%	10
2023 Q4	$10.7M	Sell	253,968 -3,549	-1%	-$134K	4.35%	7
2023 Q3	$9.5M	Buy	257,517 +21,329	+9%	+$831K	4.32%	8
2023 Q2	$9.17M	Buy	+236,188	New	+$8.78M	4.46%	7

Other funds holding SPSM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Aspire Capital Advisors's SPSM Position: Q2 2026 in Review

Aspire Capital Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0% in Q2 2026, buying an estimated $160 and bringing the position to 218,016 shares worth $12.6M. The position accounts for 2.45% of the portfolio, ranked #15.

Aspire Capital Advisors first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Aspire Capital Advisors held 218,016 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $12.6M as of Q2 2026.
Aspire Capital Advisors bought 3 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $160.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.45% of Aspire Capital Advisors's portfolio in Q2 2026, its #15 holding.
Aspire Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.