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

Fortis Group 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	$1.1K	Hold	19	–	–	﹤0.01%	549
2026 Q1	$918	Hold	19	–	–	﹤0.01%	519
2025 Q4	$890	Hold	19	–	–	﹤0.01%	518
2025 Q3	$880	Hold	19	–	–	﹤0.01%	476
2025 Q2	$809	Hold	19	–	–	﹤0.01%	472
2025 Q1	$774	Buy	+19	New	+$837	﹤0.01%	444
2020 Q3	$336K	Buy	+12,304	New	+$343K	0.07%	131

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fortis Group Advisors's SPSM Position: Q2 2026 in Review

Fortis Group Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 19 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Fortis Group Advisors first reported a position in SPSM in Q3 2020 and has held it in 7 quarters since. The position peaked at $336K in Q3 2020. 1,055 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Fortis Group Advisors held 19 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.1K as of Q2 2026.
Fortis Group Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #549 holding.
Fortis Group Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 7 quarters since.
Fortis Group Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $336K in Q3 2020.
1,055 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.