Avidian Wealth Enterprises’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Avidian Wealth Enterprises’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 Q3	$390K	Sell	7,374 -183,693	-96%	-$10.3M	0.01%	543
2026 Q2	$11M	Buy	191,067 +430	+0.2%	+$23K	0.3%	58
2026 Q1	$9.21M	Buy	190,637 +190	+0.1%	+$9.4K	0.29%	60
2025 Q4	$8.92M	Buy	190,447 +2,497	+1%	+$116K	0.32%	53
2025 Q3	$8.71M	Sell	187,950 -359,433	-66%	-$16.1M	0.33%	49
2025 Q2	$23.3M	Buy	547,383 +205,154	+60%	+$8.27M	0.95%	21
2025 Q1	$13.9M	Buy	342,229 +10,393	+3%	+$458K	0.62%	35
2024 Q4	$14.9M	Buy	+331,836	New	+$15.4M	0.67%	29
2024 Q3	–	Sell	-166,133	Closed	-$6.9M	–	531
2024 Q2	$6.9M	Buy	166,133 +7,412	+5%	+$309K	0.29%	53
2024 Q1	$6.83M	Buy	158,721 +23,030	+17%	+$952K	0.33%	48
2023 Q4	$5.72M	Buy	135,691 +8,857	+7%	+$334K	0.35%	57
2023 Q3	$4.68M	Buy	+126,834	New	+$4.94M	0.33%	64

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avidian Wealth Enterprises's SPSM Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 96% in Q3 2026, selling an estimated $10.3M and leaving 7,374 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #543.

Avidian Wealth Enterprises first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.3M in Q2 2025. 651 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Avidian Wealth Enterprises held 7,374 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $390K as of Q3 2026.
Avidian Wealth Enterprises sold 183,693 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $10.3M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #543 holding.
Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
Avidian Wealth Enterprises's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $23.3M in Q2 2025.
651 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.