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

Atria Investments’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 		$4.31M Sell
74,675
-1,545
-2% -$82.5K 0.04% 434
2026
Q1 		$3.68M Sell
76,220
-3,559
-4% -$176K 0.04% 469
2025
Q4 		$3.74M Buy
79,779
+6,670
+9% +$311K 0.04% 477
2025
Q3 		$3.39M Buy
73,109
+15,903
+28% +$713K 0.04% 531
2025
Q2 		$2.44M Sell
57,206
-23,814
-29% -$960K 0.03% 645
2025
Q1 		$3.3M Buy
81,020
+1,995
+3% +$87.9K 0.04% 506
2024
Q4 		$3.55M Buy
79,025
+9,835
+14% +$457K 0.04% 461
2024
Q3 		$3.15M Buy
69,190
+7,925
+13% +$348K 0.04% 509
2024
Q2 		$2.54M Buy
61,265
+81
+0.1% +$3.38K 0.03% 561
2024
Q1 		$2.63M Sell
61,184
-13,960
-19% -$577K 0.04% 550
2023
Q4 		$3.17M Buy
75,144
+26,151
+53% +$985K 0.05% 427
2023
Q3 		$1.81M Buy
+48,993
New +$1.91M 0.03% 605
2020
Q2 		– Sell
-33,704
Closed -$736K – 738
2020
Q1 		$736K Buy
33,704
+6,537
+24% +$190K 0.06% 277
2019
Q4 		$886K Buy
27,167
+6,744
+33% +$211K 0.02% 580
2019
Q3 		$613K Buy
20,423
+1,262
+7% +$38.1K 0.02% 539
2019
Q2 		$558K Buy
19,161
+2,236
+13% +$68K 0.02% 551
2019
Q1 		$512K Sell
16,925
-16,704
-50% -$496K 0.02% 525
2018
Q4 		$886K Sell
33,629
-11,072
-25% -$327K 0.04% 336
2018
Q3 		$1.49M Buy
44,701
+5,203
+13% +$173K 0.06% 296
2018
Q2 		$1.27M Buy
39,498
+15,280
+63% +$481K 0.06% 330
2018
Q1 		$725K Buy
+24,218
New +$737K 0.04% 423

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments's SPSM Position: Q2 2026 in Review

Atria Investments reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2% in Q2 2026, selling an estimated $82.5K and leaving 74,675 shares worth $4.31M. The position accounts for 0.04% of the portfolio, ranked #434.

Atria Investments first reported a position in SPSM in Q1 2018 and has held it in 21 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Atria Investments held 74,675 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.31M as of Q2 2026.
  • Atria Investments sold 1,545 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $82.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #434 holding.
  • Atria Investments first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 21 quarters since.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.