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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspire Capital Advisors's SPSM Position: Q1 2026 in Review

Aspire Capital Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.2% in Q1 2026, buying an estimated $434K and bringing the position to 218,013 shares worth $10.5M. The position accounts for 2.37% of the portfolio, ranked #15.

Aspire Capital Advisors first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Aspire Capital Advisors held 218,013 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10.5M as of Q1 2026.
Aspire Capital Advisors bought 8,773 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $434K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.37% of Aspire Capital Advisors's portfolio in Q1 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 12 quarters since.
Aspire Capital Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10.9M in Q4 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.