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

CGN 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 		$986K Sell
17,096
-445
-3% -$23.8K 0.07% 185
2026
Q1 		$848K Buy
17,541
+1,287
+8% +$63.7K 0.07% 192
2025
Q4 		$762K Sell
16,254
-849
-5% -$39.6K 0.06% 200
2025
Q3 		$792K Buy
17,103
+1,758
+11% +$78.8K 0.07% 191
2025
Q2 		$654K Sell
15,345
-160
-1% -$6.45K 0.06% 202
2025
Q1 		$632K Sell
15,505
-425
-3% -$18.7K 0.06% 196
2024
Q4 		$716K Sell
15,930
-311
-2% -$14.5K 0.07% 188
2024
Q3 		$739K Buy
16,241
+970
+6% +$42.6K 0.07% 180
2024
Q2 		$634K Buy
15,271
+846
+6% +$35.3K 0.07% 184
2024
Q1 		$621K Sell
14,425
-59
-0.4% -$2.44K 0.08% 175
2023
Q4 		$611K Buy
14,484
+143
+1% +$5.39K 0.08% 168
2023
Q3 		$529K Buy
14,341
+872
+6% +$34K 0.07% 185
2023
Q2 		$523K Buy
13,469
+490
+4% +$18.2K 0.08% 169
2023
Q1 		$490K Buy
12,979
+786
+6% +$30.7K 0.08% 172
2022
Q4 		$451K Buy
12,193
+26
+0.2% +$974 0.08% 172
2022
Q3 		$414K Buy
12,167
+461
+4% +$17.4K 0.1% 176
2022
Q2 		$421K Buy
11,706
+485
+4% +$18.8K 0.12% 166
2022
Q1 		$472K Buy
11,221
+392
+4% +$16.5K 0.12% 155
2021
Q4 		$484K Buy
10,829
+115
+1% +$5.11K 0.13% 148
2021
Q3 		$456K Buy
10,714
+1,983
+23% +$85K 0.15% 136
2021
Q2 		$384K Buy
8,731
+791
+10% +$34.4K 0.12% 156
2021
Q1 		$336K Sell
7,940
-1,828
-19% -$74.5K 0.12% 154
2020
Q4 		$350K Buy
+9,768
New +$313K 0.14% 139

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return