Cetera Investment Advisers
SPSM icon

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

Cetera Investment Advisers’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 		$67.8M Buy
1,402,122
+63,809
+5% +$3.16M 0.07% 270
2025
Q4 		$62.7M Buy
1,338,313
+92,756
+7% +$4.33M 0.07% 270
2025
Q3 		$57.7M Buy
1,245,557
+153,119
+14% +$6.87M 0.07% 275
2025
Q2 		$46.5M Buy
1,092,438
+318,732
+41% +$12.9M 0.08% 255
2025
Q1 		$31.5M Sell
773,706
-469,978
-38% -$20.7M 0.06% 326
2024
Q4 		$55.9M Buy
1,243,684
+82,027
+7% +$3.82M 0.12% 175
2024
Q3 		$52.9M Buy
1,161,657
+109,686
+10% +$4.82M 0.12% 173
2024
Q2 		$43.7M Buy
1,051,971
+34,876
+3% +$1.45M 0.1% 196
2024
Q1 		$43.8M Buy
1,017,095
+856,630
+534% +$35.4M 0.1% 195
2023
Q4 		$6.77M Buy
160,465
+55,501
+53% +$2.09M 0.06% 342
2023
Q3 		$3.87M Buy
104,964
+76,836
+273% +$2.99M 0.03% 504
2023
Q2 		$1.09M Buy
28,128
+4,556
+19% +$169K 0.01% 1022
2023
Q1 		$890K Buy
23,572
+8,796
+60% +$343K 0.01% 1095
2022
Q4 		$546K Buy
14,776
+4,061
+38% +$152K 0.01% 1323
2022
Q3 		$365K Buy
10,715
+83
+0.8% +$3.14K 0.01% 1152
2022
Q2 		$383K Buy
10,632
+264
+3% +$10.2K 0.01% 1261
2022
Q1 		$436K Sell
10,368
-9,399
-48% -$396K 0.01% 1254
2021
Q4 		$883K Sell
19,767
-3,021
-13% -$134K 0.01% 859
2021
Q3 		$971K Buy
+22,788
New +$976K 0.02% 778
2021
Q2 		– Sell
-6,239
Closed -$264K – 1826
2021
Q1 		$264K Buy
+6,239
New +$254K 0.01% 1322

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

Cetera Investment Advisers's SPSM Position: Q1 2026 in Review

Cetera Investment Advisers increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.8% in Q1 2026, buying an estimated $3.16M and bringing the position to 1,402,122 shares worth $67.8M. The position accounts for 0.07% of the portfolio, ranked #270.

Cetera Investment Advisers first reported a position in SPSM in Q1 2021 and has held it in 20 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Cetera Investment Advisers held 1,402,122 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $67.8M as of Q1 2026.
  • Cetera Investment Advisers bought 63,809 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.16M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Cetera Investment Advisers's portfolio in Q1 2026, its #270 holding.
  • Cetera Investment Advisers first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.