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

Atlas Private 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	$16.9M	Sell	349,866 -6,586	-2%	-$326K	3.98%	7
2025 Q4	$16.7M	Buy	356,452 +9,550	+3%	+$445K	3.9%	7
2025 Q3	$16.1M	Sell	346,902 -499,394	-59%	-$22.4M	3.94%	6
2025 Q2	$36.1M	Sell	846,296 -79,888	-9%	-$3.22M	4.64%	4
2025 Q1	$37.8M	Sell	926,184 -568,724	-38%	-$25.1M	5.26%	2
2024 Q4	$67.2M	Buy	1,494,908 +44,333	+3%	+$2.06M	9.52%	2
2024 Q3	$66M	Buy	1,450,575 +59,272	+4%	+$2.6M	9.57%	2
2024 Q2	$57.8M	Buy	1,391,303 +717,995	+107%	+$29.9M	9.39%	2
2024 Q1	$29M	Sell	673,308 -502,762	-43%	-$20.8M	9.68%	2
2023 Q4	$49.6M	Buy	1,176,070 +349,188	+42%	+$13.2M	9.22%	3
2023 Q3	$30.5M	Buy	826,882 +226,421	+38%	+$8.82M	5.77%	6
2023 Q2	$23.3M	Buy	+600,461	New	+$22.3M	4.72%	6
2021 Q2	–	Sell	-715	Closed	-$30K	–	929
2021 Q1	$30K	Buy	+715	New	+$29.1K	0.02%	303

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

Atlas Private Wealth Advisors's SPSM Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.8% in Q1 2026, selling an estimated $326K and leaving 349,866 shares worth $16.9M. The position accounts for 3.98% of the portfolio, ranked #7.

Atlas Private Wealth Advisors first reported a position in SPSM in Q1 2021 and has held it in 13 quarters since. The position peaked at $67.2M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Atlas Private Wealth Advisors held 349,866 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.9M as of Q1 2026.
Atlas Private Wealth Advisors sold 6,586 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $326K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.98% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 13 quarters since.
Atlas Private Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $67.2M 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 Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.