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

Garden State Investment 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 Q2	$3.6M	Sell	62,455 -490	-0.8%	-$26.2K	0.65%	43
2026 Q1	$3.04M	Sell	62,945 -427	-0.7%	-$21.1K	0.67%	41
2025 Q4	$2.97M	Sell	63,372 -619	-1%	-$28.9K	0.65%	40
2025 Q3	$2.96M	Sell	63,991 -9,056	-12%	-$406K	0.66%	39
2025 Q2	$3.11M	Sell	73,047 -13,645	-16%	-$550K	0.79%	30
2025 Q1	$3.54M	Buy	86,692 +4,155	+5%	+$183K	1.13%	21
2024 Q4	$3.71M	Buy	82,537 +25	+0%	+$1.16K	1.1%	23
2024 Q3	$3.76M	Buy	82,512 +851	+1%	+$37.4K	1.21%	22
2024 Q2	$3.39M	Sell	81,661 -192	-0.2%	-$8K	1.17%	23
2024 Q1	$3.52M	Buy	81,853 +1,482	+2%	+$61.3K	1.29%	19
2023 Q4	$3.39M	Buy	80,371 +4,241	+6%	+$160K	1.35%	19
2023 Q3	$2.81M	Sell	76,130 -1,064	-1%	-$41.4K	1.29%	19
2023 Q2	$3M	Buy	+77,194	New	+$2.87M	1.18%	18

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

Garden State Investment Advisory Services's SPSM Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.78% in Q2 2026, selling an estimated $26.2K and leaving 62,455 shares worth $3.6M. The position accounts for 0.65% of the portfolio, ranked #43.

Garden State Investment Advisory Services first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.76M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Garden State Investment Advisory Services held 62,455 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.6M as of Q2 2026.
Garden State Investment Advisory Services sold 490 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $26.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.65% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #43 holding.
Garden State Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
Garden State Investment Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.76M in Q3 2024.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.