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

Centerpoint 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 Q2	$12K	Hold	214	–	–	﹤0.01%	322
2026 Q1	$10K	Hold	214	–	–	﹤0.01%	319
2025 Q4	$10K	Hold	214	–	–	﹤0.01%	320
2025 Q3	$10K	Hold	214	–	–	﹤0.01%	337
2025 Q2	$9K	Hold	214	–	–	﹤0.01%	316
2025 Q1	$9K	Hold	214	–	–	﹤0.01%	328
2024 Q4	$10K	Hold	214	–	–	﹤0.01%	347
2024 Q3	$10K	Hold	214	–	–	﹤0.01%	357
2024 Q2	$9K	Hold	214	–	–	﹤0.01%	355
2024 Q1	$9K	Buy	+214	New	+$8.85K	﹤0.01%	330

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Centerpoint Advisors's SPSM Position: Q2 2026 in Review

Centerpoint Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 214 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Centerpoint Advisors first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Centerpoint Advisors held 214 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $12K as of Q2 2026.
Centerpoint Advisors 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 Centerpoint Advisors's portfolio in Q2 2026, its #322 holding.
Centerpoint Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.