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

Five Oceans 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 		$224K Buy
+3,887
New +$208K 0.07% 188
2025
Q1 		– Sell
-5,527
Closed -$248K – 188
2024
Q4 		$248K Sell
5,527
-207
-4% -$9.63K 0.11% 128
2024
Q3 		$261K Sell
5,734
-1,243
-18% -$54.6K 0.12% 141
2024
Q2 		$290K Buy
6,977
+247
+4% +$10.3K 0.15% 115
2024
Q1 		$290K Buy
+6,730
New +$278K 0.15% 123

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Five Oceans Advisors's SPSM Position: Q2 2026 in Review

Five Oceans Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,887 shares worth $224K. The stake represents 0.07% of the portfolio and ranks #188 among its holdings. This is a return to the name: Five Oceans Advisors previously reported a position in SPSM as recently as Q4 2024.

Five Oceans Advisors first reported a position in SPSM in Q1 2024 and has held it in 5 quarters since. The position peaked at $290K in Q2 2024. 180 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Five Oceans Advisors held 3,887 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $224K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Five Oceans Advisors position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Five Oceans Advisors's portfolio in Q2 2026, its #188 holding.
  • Five Oceans Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 5 quarters since.
  • Five Oceans Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $290K in Q2 2024.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.