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

Capital Investment Advisory Services’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 		$188K Sell
3,887
-633
-14% -$31.3K 0.01% 636
2025
Q4 		$212K Sell
4,520
-230
-5% -$10.7K 0.02% 595
2025
Q3 		$220K Buy
4,750
+27
+0.6% +$1.21K 0.02% 559
2025
Q2 		$201K Buy
4,723
+280
+6% +$11.3K 0.02% 564
2025
Q1 		$181K Sell
4,443
-668
-13% -$29.4K 0.02% 550
2024
Q4 		$230K Hold
5,111
– – 0.02% 465
2024
Q3 		$233K Sell
5,111
-1,162
-19% -$51K 0.02% 465
2024
Q2 		$261K Sell
6,273
-9,775
-61% -$407K 0.03% 424
2024
Q1 		$691K Sell
16,048
-364
-2% -$15K 0.07% 240
2023
Q4 		$692K Sell
16,412
-617
-4% -$23.2K 0.06% 236
2023
Q3 		$628K Buy
17,029
+615
+4% +$24K 0.06% 239
2023
Q2 		$638K Buy
16,414
+915
+6% +$34K 0.06% 237
2023
Q1 		$585K Sell
15,499
-1,264
-8% -$49.4K 0.07% 237
2022
Q4 		$620K Sell
16,763
-1,282
-7% -$48K 0.07% 229
2022
Q3 		$615K Sell
18,045
-2,155
-11% -$81.6K 0.08% 217
2022
Q2 		$727K Buy
20,200
+271
+1% +$10.5K 0.09% 198
2022
Q1 		$838K Sell
19,929
-282
-1% -$11.9K 0.09% 199
2021
Q4 		$903K Buy
20,211
+2,985
+17% +$133K 0.11% 190
2021
Q3 		$734K Buy
17,226
+529
+3% +$22.7K 0.09% 198
2021
Q2 		$734K Buy
16,697
+712
+4% +$30.9K 0.09% 211
2021
Q1 		$676K Buy
15,985
+1,248
+8% +$50.9K 0.1% 201
2020
Q4 		$528K Buy
14,737
+5,113
+53% +$164K 0.08% 239
2020
Q3 		$264K Buy
9,624
+2,139
+29% +$59.6K 0.05% 302
2020
Q2 		$199K Buy
7,485
+105
+1% +$2.58K 0.04% 315
2020
Q1 		$161K Buy
7,380
+4,492
+156% +$130K 0.04% 304
2019
Q4 		$94K Sell
2,888
-72
-2% -$2.25K 0.03% 352
2019
Q3 		$89K Sell
2,960
-368
-11% -$11.1K 0.02% 422
2019
Q2 		$101K Buy
3,328
+1,961
+143% +$59.6K 0.03% 384
2019
Q1 		$41K Sell
1,367
-321
-19% -$9.53K 0.02% 528
2018
Q4 		$45K Sell
1,688
-65,212
-97% -$1.92M 0.02% 475
2018
Q3 		$2.22M Buy
66,900
+6,200
+10% +$206K 1.04% 20
2018
Q2 		$1.96M Buy
+60,700
New +$1.91M 0.98% 21

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 Advisory Services's SPSM Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q1 2026, selling an estimated $31.3K and leaving 3,887 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #636.

Capital Investment Advisory Services first reported a position in SPSM in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.22M in Q3 2018. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Capital Investment Advisory Services held 3,887 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $188K as of Q1 2026.
  • Capital Investment Advisory Services sold 633 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $31.3K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #636 holding.
  • Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Capital Investment Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.22M in Q3 2018.
  • 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 Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.