Beacon Pointe Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Beacon Pointe 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 Q2	$653K	Sell	11,323 -18,672	-62%	-$997K	﹤0.01%	1215
2026 Q1	$1.45M	Buy	29,995 +19,558	+187%	+$968K	0.01%	851
2025 Q4	$489K	Buy	10,437 +22	+0.2%	+$1.03K	﹤0.01%	1085
2025 Q3	$482K	Sell	10,415 -352	-3%	-$15.8K	﹤0.01%	1013
2025 Q2	$459K	Sell	10,767 -40	-0.4%	-$1.61K	﹤0.01%	908
2025 Q1	$440K	Sell	10,807 -206	-2%	-$9.07K	﹤0.01%	884
2024 Q4	$495K	Sell	11,013 -340	-3%	-$15.8K	0.01%	832
2024 Q3	$517K	Buy	11,353 +1,448	+15%	+$63.6K	0.01%	838
2024 Q2	$411K	Sell	9,905 -321	-3%	-$13.4K	﹤0.01%	936
2024 Q1	$440K	Hold	10,226	–	–	﹤0.01%	960
2023 Q4	$431K	Sell	10,226 -3,666	-26%	-$138K	0.01%	947
2023 Q3	$513K	Buy	13,892 +838	+6%	+$32.6K	0.01%	863
2023 Q2	$507K	Buy	+13,054	New	+$485K	0.01%	711
2022 Q2	–	Sell	-5,666	Closed	-$238K	–	1203
2022 Q1	$238K	Buy	+5,666	New	+$239K	﹤0.01%	1063

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Pointe Advisors's SPSM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 62% in Q2 2026, selling an estimated $997K and leaving 11,323 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Beacon Pointe Advisors first reported a position in SPSM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.45M in Q1 2026. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Beacon Pointe Advisors held 11,323 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $653K as of Q2 2026.
Beacon Pointe Advisors sold 18,672 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $997K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1215 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 14 quarters since.
Beacon Pointe Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.45M in Q1 2026.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.