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Diversify Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Diversify Advisory Services’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 		– Sell
-97,709
Closed -$4.9M – 769
2025
Q4 		$4.9M Buy
97,709
+3,835
+4% +$179K 0.16% 110
2025
Q3 		$4.32M Sell
93,874
-367
-0.4% -$16.5K 0.15% 112
2025
Q2 		$4.2M Buy
94,241
+14,638
+18% +$590K 0.16% 101
2025
Q1 		$3.13M Buy
79,603
+10,328
+15% +$455K 0.2% 86
2024
Q4 		$3.06M Sell
69,275
-22,972
-25% -$1.07M 0.17% 91
2024
Q3 		$4.14M Sell
92,247
-11,945
-11% -$525K 0.22% 84
2024
Q2 		$4.27M Sell
104,192
-87,146
-46% -$3.63M 0.23% 79
2024
Q1 		$8.15M Buy
+191,338
New +$7.91M 0.48% 41

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

Diversify Advisory Services's SPSM Position: Q1 2026 in Review

Diversify Advisory Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 97,709 shares — an estimated $4.9M sold.

Diversify Advisory Services first reported a position in SPSM in Q1 2024 and held it in 8 quarters. The position peaked at $8.15M in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Diversify Advisory Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 97,709 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $4.9M.
  • Diversify Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $8.15M in Q1 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.