CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$290M	Buy	5,022,048 +111,131	+2%	+$5.93M	3.81%	5
2026 Q1	$237M	Buy	4,910,917 +1,430,204	+41%	+$70.8M	3.48%	6
2025 Q4	$163M	Buy	3,480,713 +199,522	+6%	+$9.3M	2.47%	8
2025 Q3	$152M	Buy	3,281,191 +113,601	+4%	+$5.09M	2.4%	8
2025 Q2	$135M	Buy	3,167,590 +163,590	+5%	+$6.6M	2.26%	8
2025 Q1	$122M	Buy	3,004,000 +972,530	+48%	+$42.8M	2.28%	9
2024 Q4	$91.3M	Buy	2,031,470 +123,222	+6%	+$5.73M	1.77%	15
2024 Q3	$86.8M	Buy	1,908,248 +94,624	+5%	+$4.16M	2%	14
2024 Q2	$75.3M	Buy	1,813,624 +147,989	+9%	+$6.17M	1.62%	15
2024 Q1	$71.7M	Sell	1,665,635 -1,701,968	-51%	-$70.4M	1.63%	17
2023 Q4	$142M	Buy	3,367,603 +105,858	+3%	+$3.99M	3.53%	7
2023 Q3	$120M	Buy	3,261,745 +303,605	+10%	+$11.8M	3.37%	8
2023 Q2	$115M	Buy	2,958,140 +240,836	+9%	+$8.95M	3.22%	8
2023 Q1	$103M	Buy	+2,717,304	New	+$106M	3.03%	9

Other funds holding SPSM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SPSM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.3% in Q2 2026, buying an estimated $5.93M and bringing the position to 5,022,048 shares worth $290M. The position accounts for 3.81% of the portfolio, ranked #5.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPSM in Q1 2023 and has held it in 14 quarters since. 206 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 5,022,048 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $290M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 111,131 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.93M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.81% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #5 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
206 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.