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

Bluesphere 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
Q3 		$2.36M Buy
44,564
+400
+0.9% +$22.5K 0.72% 17
2026
Q2 		$2.55M Buy
44,164
+524
+1% +$28K 0.79% 17
2026
Q1 		$2.11M Buy
+43,640
New +$2.16M 0.75% 18

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bluesphere Advisors's SPSM Position: Q3 2026 in Review

Bluesphere Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.91% in Q3 2026, buying an estimated $22.5K and bringing the position to 44,564 shares worth $2.36M. The position accounts for 0.72% of the portfolio, ranked #17.

Bluesphere Advisors first reported a position in SPSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.55M in Q2 2026. 204 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Bluesphere Advisors held 44,564 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.36M as of Q3 2026.
  • Bluesphere Advisors bought 400 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $22.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.72% of Bluesphere Advisors's portfolio in Q3 2026, its #17 holding.
  • Bluesphere Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Bluesphere Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.55M in Q2 2026.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.