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 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 $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

Certified Advisory Corp's SPSM Position: Q2 2026 in Review

Certified Advisory Corp opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,966 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: Certified Advisory Corp previously reported a position in SPSM as recently as Q1 2022.

Certified Advisory Corp first reported a position in SPSM in Q2 2019 and has held it in 7 quarters since. The position peaked at $449K in Q4 2019. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Certified Advisory Corp held 3,966 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $229K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Certified Advisory Corp position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #299 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 7 quarters since.
Certified Advisory Corp's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $449K in Q4 2019.
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 Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.