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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Pointe Advisors's SPSM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 187% in Q1 2026, buying an estimated $968K and bringing the position to 29,995 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #851.

Beacon Pointe Advisors first reported a position in SPSM in Q1 2022 and has held it in 13 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Beacon Pointe Advisors held 29,995 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.45M as of Q1 2026.
  • Beacon Pointe Advisors bought 19,558 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $968K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #851 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 13 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.