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

BLB&B 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	$349K	Sell	6,059 -967	-14%	-$51.6K	0.01%	223
2026 Q1	$339K	Sell	7,026 -575	-8%	-$28.5K	0.01%	219
2025 Q4	$356K	Hold	7,601	–	–	0.01%	220
2025 Q3	$352K	Sell	7,601 -2,000	-21%	-$89.7K	0.02%	211
2025 Q2	$409K	Sell	9,601 -3,104	-24%	-$125K	0.02%	190
2025 Q1	$518K	Hold	12,705	–	–	0.03%	181
2024 Q4	$571K	Hold	12,705	–	–	0.03%	168
2024 Q3	$578K	Hold	12,705	–	–	0.03%	160
2024 Q2	$528K	Sell	12,705 -1,130	-8%	-$47.1K	0.03%	168
2024 Q1	$595K	Hold	13,835	–	–	0.03%	160
2023 Q4	$584K	Hold	13,835	–	–	0.04%	152
2023 Q3	$511K	Hold	13,835	–	–	0.04%	153
2023 Q2	$537K	Buy	+13,835	New	+$514K	0.04%	150

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

BLB&B Advisors's SPSM Position: Q2 2026 in Review

BLB&B Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q2 2026, selling an estimated $51.6K and leaving 6,059 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #223.

BLB&B Advisors first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $595K in Q1 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

BLB&B Advisors held 6,059 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $349K as of Q2 2026.
BLB&B Advisors sold 967 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $51.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of BLB&B Advisors's portfolio in Q2 2026, its #223 holding.
BLB&B Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
BLB&B Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $595K in Q1 2024.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.