CAL
SPSM icon

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

Capital Advisors Ltd’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 		$131K Hold
2,278
– – 0.01% 358
2026
Q1 		$110K Sell
2,278
-2,148
-49% -$106K 0.01% 365
2025
Q4 		$202K Buy
4,426
+2,953
+200% +$138K 0.02% 285
2025
Q3 		$68K Hold
1,473
– – 0.01% 429
2025
Q2 		$63K Hold
1,473
– – 0.01% 429
2025
Q1 		$60K Hold
1,473
– – 0.01% 427
2024
Q4 		$66K Hold
1,473
– – 0.01% 413
2024
Q3 		$67K Hold
1,473
– – 0.01% 408
2024
Q2 		$61K Hold
1,473
– – 0.01% 414
2024
Q1 		$63K Buy
+1,473
New +$60.9K 0.01% 409
2022
Q4 		– Sell
-250
Closed -$9K – 1610
2022
Q3 		$9K Hold
250
– – ﹤0.01% 556
2022
Q2 		$9K Hold
250
– – ﹤0.01% 523
2022
Q1 		$11K Buy
+250
New +$10.5K ﹤0.01% 514
2020
Q2 		– Sell
-125
Closed -$3K – 477
2020
Q1 		$3K Hold
125
– – ﹤0.01% 435
2019
Q4 		$4K Hold
125
– – ﹤0.01% 391
2019
Q3 		$4K Sell
125
-900
-88% -$27.1K ﹤0.01% 388
2019
Q2 		$69K Buy
1,025
+900
+720% +$27.4K 0.02% 257
2019
Q1 		$4K Hold
125
– – ﹤0.01% 408
2018
Q4 		$3K Buy
+125
New +$3.69K ﹤0.01% 424

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Capital Advisors Ltd's SPSM Position: Q2 2026 in Review

Capital Advisors Ltd held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 2,278 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #358.

Capital Advisors Ltd first reported a position in SPSM in Q4 2018 and has held it in 19 quarters since. The position peaked at $202K in Q4 2025. 342 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Capital Advisors Ltd held 2,278 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $131K as of Q2 2026.
  • Capital Advisors Ltd left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #358 holding.
  • Capital Advisors Ltd first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 19 quarters since.
  • Capital Advisors Ltd's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $202K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.