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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.7M Buy
+384,139
New +$20.5M 0.36% 51
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

Diversify Advisory Services's SPSM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 384,139 shares worth $21.7M. The stake represents 0.36% of the portfolio and ranks #51 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPSM as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Diversify Advisory Services held 384,139 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $21.7M as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Diversify Advisory Services position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.36% of Diversify Advisory Services's portfolio in Q2 2026, its #51 holding.
  • Diversify Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.