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 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 $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

Avidian Wealth Enterprises's SPSM Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.1% in Q1 2026, buying an estimated $9.4K and bringing the position to 190,637 shares worth $9.21M. The position accounts for 0.29% of the portfolio, ranked #60.

Avidian Wealth Enterprises first reported a position in SPSM in Q3 2023 and has held it in 10 quarters since. The position peaked at $23.3M in Q2 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Avidian Wealth Enterprises held 190,637 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.21M as of Q1 2026.
Avidian Wealth Enterprises bought 190 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $9.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.29% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #60 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 10 quarters since.
Avidian Wealth Enterprises's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $23.3M in Q2 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.