CA
SPSM icon

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
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 Sell
735
-735
-50% -$27.7K ﹤0.01% 862
2023
Q3 		$54.2K Buy
1,470
+735
+100% +$28.6K ﹤0.01% 872
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's SPSM Position: Q1 2026 in Review

Clearstead Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q1 2026, selling an estimated $35.3K and leaving 22,963 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #492.

Clearstead Advisors first reported a position in SPSM in Q1 2023 and has held it in 13 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Clearstead Advisors held 22,963 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.11M as of Q1 2026.
  • Clearstead Advisors sold 713 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $35.3K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #492 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 13 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.