Certified Advisory Corp’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Certified Advisory Corp’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	$221K	Buy	4,189 +223	+6%	+$12.6K	0.02%	306
2026 Q2	$229K	Buy	+3,966	New	+$212K	0.02%	299
2022 Q2	–	Sell	-7,114	Closed	-$299K	–	253
2022 Q1	$299K	Buy	+7,114	New	+$299K	0.06%	185
2020 Q2	$169K	Sell	6,346 -1,759	-22%	-$43.2K	0.06%	188
2020 Q1	$177K	Sell	8,105 -5,664	-41%	-$164K	0.07%	168
2019 Q4	$449K	Buy	13,769 +387	+3%	+$12.1K	0.14%	124
2019 Q3	$401K	Buy	13,382 +2,120	+19%	+$64K	0.14%	131
2019 Q2	$345K	Buy	+11,262	New	+$343K	0.13%	134

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Certified Advisory Corp's SPSM Position: Q3 2026 in Review

Certified Advisory Corp increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.6% in Q3 2026, buying an estimated $12.6K and bringing the position to 4,189 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #306.

Certified Advisory Corp first reported a position in SPSM in Q2 2019 and has held it in 8 quarters since. The position peaked at $449K in Q4 2019. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Certified Advisory Corp held 4,189 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $221K as of Q3 2026.
Certified Advisory Corp bought 223 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $12.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #306 holding.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2019 and has held it in 8 quarters since.
Certified Advisory Corp's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $449K in Q4 2019.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.