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

Clearstead 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 		$1.34M Buy
23,307
+344
+1% +$18.4K 0.01% 475
2026
Q1 		$1.11M Sell
22,963
-713
-3% -$35.3K 0.01% 492
2025
Q4 		$1.11M Buy
23,676
+832
+4% +$38.8K 0.01% 453
2025
Q3 		$1.06M Buy
22,844
+1,603
+8% +$71.9K 0.01% 450
2025
Q2 		$905K Sell
21,241
-867
-4% -$35K 0.01% 471
2025
Q1 		$901K Buy
22,108
+3,427
+18% +$151K 0.01% 437
2024
Q4 		$839K Buy
18,681
+103
+0.6% +$4.79K 0.01% 448
2024
Q3 		$845K Sell
18,578
-363
-2% -$15.9K 0.01% 452
2024
Q2 		$787K Buy
18,941
+18,206
+2,477% +$759K 0.01% 444
2024
Q1 		$31.3K Hold
735
– – ﹤0.01% 861
2023
Q4 		$31K Hold
735
– – ﹤0.01% 862
2023
Q3 		$27.1K Hold
735
– – ﹤0.01% 841
2023
Q2 		$28.5K Buy
735
+25
+4% +$929 ﹤0.01% 839
2023
Q1 		$26.8K Buy
+710
New +$27.7K ﹤0.01% 795

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

Clearstead Advisors's SPSM Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 23,307 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #475.

Clearstead Advisors first reported a position in SPSM in Q1 2023 and has held it in 14 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Clearstead Advisors held 23,307 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.34M as of Q2 2026.
  • Clearstead Advisors bought 344 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $18.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #475 holding.
  • Clearstead 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.
  • 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.