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 Q3	$120K	Hold	2,278	–	–	0.01%	358
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Capital Advisors Ltd's SPSM Position: Q3 2026 in Review

Capital Advisors Ltd held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 2,278 shares worth $120K. 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 20 quarters since. The position peaked at $202K in Q4 2025. 715 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Capital Advisors Ltd held 2,278 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $120K as of Q3 2026.
Capital Advisors Ltd left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q3 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 20 quarters since.
Capital Advisors Ltd's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $202K in Q4 2025.
715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.