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

Capital Investment 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 		$203K Buy
+4,197
New +$208K ﹤0.01% 714
2025
Q1 		– Sell
-4,769
Closed -$214K – 705
2024
Q4 		$214K Buy
+4,769
New +$222K ﹤0.01% 605

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

Capital Investment Advisors's SPSM Position: Q1 2026 in Review

Capital Investment Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 4,197 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in SPSM as recently as Q4 2024.

Capital Investment Advisors first reported a position in SPSM in Q4 2024 and has held it in 2 quarters since. The position peaked at $214K in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Capital Investment Advisors held 4,197 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $203K as of Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Capital Investment Advisors position in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #714 holding.
  • Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Capital Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $214K in Q4 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.