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

Claro 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 		$576K Sell
9,985
-206
-2% -$11K 0.06% 246
2026
Q1 		$492K Buy
10,191
+345
+4% +$17.1K 0.06% 243
2025
Q4 		$461K Buy
9,846
+42
+0.4% +$1.96K 0.06% 235
2025
Q3 		$454K Sell
9,804
-180
-2% -$8.07K 0.07% 243
2025
Q2 		$425K Sell
9,984
-2,385
-19% -$96.2K 0.07% 231
2025
Q1 		$504K Buy
12,369
+3,159
+34% +$139K 0.07% 263
2024
Q4 		$414K Buy
9,210
+293
+3% +$13.6K 0.06% 283
2024
Q3 		$406K Buy
8,917
+90
+1% +$3.95K 0.05% 301
2024
Q2 		$367K Sell
8,827
-29,379
-77% -$1.22M 0.06% 284
2024
Q1 		$1.64M Buy
38,206
+1,698
+5% +$70.2K 0.29% 70
2023
Q4 		$1.54M Buy
36,508
+2,649
+8% +$99.8K 0.33% 62
2023
Q3 		$1.25M Buy
33,859
+113
+0.3% +$4.4K 0.31% 73
2023
Q2 		$1.31M Buy
33,746
+4,226
+14% +$157K 0.33% 68
2023
Q1 		$1.11M Buy
29,520
+327
+1% +$12.8K 0.33% 70
2022
Q4 		$1.08M Buy
29,193
+3,560
+14% +$133K 0.35% 71
2022
Q3 		$922K Hold
25,633
– – 0.37% 63
2022
Q2 		$922K Buy
25,633
+6,224
+32% +$242K 0.37% 63
2022
Q1 		$867K Hold
19,409
– – 0.31% 82
2021
Q4 		$867K Buy
+19,409
New +$863K 0.31% 82

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Claro Advisors's SPSM Position: Q2 2026 in Review

Claro Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2% in Q2 2026, selling an estimated $11K and leaving 9,985 shares worth $576K. The position accounts for 0.06% of the portfolio, ranked #246.

Claro Advisors first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Claro Advisors held 9,985 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $576K as of Q2 2026.
  • Claro Advisors sold 206 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $11K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Claro Advisors's portfolio in Q2 2026, its #246 holding.
  • Claro Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Claro Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.64M in Q1 2024.
  • 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 Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.