Claro Advisors
SPSM icon

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
Q3 		$522K Sell
9,881
-104
-1% -$5.85K 0.05% 282
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% +$100K 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 $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Claro Advisors's SPSM Position: Q3 2026 in Review

Claro Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1% in Q3 2026, selling an estimated $5.85K and leaving 9,881 shares worth $522K. The position accounts for 0.05% of the portfolio, ranked #282.

Claro Advisors first reported a position in SPSM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.64M in Q1 2024. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Claro Advisors held 9,881 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $522K as of Q3 2026.
  • Claro Advisors sold 104 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $5.85K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Claro Advisors's portfolio in Q3 2026, its #282 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 20 quarters since.
  • Claro Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.64M in Q1 2024.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.