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

Gladstone Institutional Advisory’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	$11.9M	Buy	206,805 +3,169	+2%	+$169K	0.38%	60
2026 Q1	$9.84M	Buy	203,636 +5,133	+3%	+$254K	0.36%	57
2025 Q4	$9.3M	Buy	198,503 +10,246	+5%	+$478K	0.35%	57
2025 Q3	$8.72M	Buy	188,257 +5,339	+3%	+$239K	0.34%	61
2025 Q2	$7.79M	Buy	182,918 +596	+0.3%	+$24K	0.32%	65
2025 Q1	$7.43M	Buy	182,322 +19,596	+12%	+$863K	0.35%	68
2024 Q4	$7.31M	Buy	162,726 +4,439	+3%	+$206K	0.34%	68
2024 Q3	$7.2M	Buy	158,287 +5,321	+3%	+$234K	0.35%	71
2024 Q2	$6.35M	Buy	152,966 +18,239	+14%	+$760K	0.33%	74
2024 Q1	$5.8M	Buy	134,727 +9,216	+7%	+$381K	0.32%	77
2023 Q4	$5.29M	Buy	125,511 +1,228	+1%	+$46.3K	0.3%	82
2023 Q3	$4.59M	Sell	124,283 -1,087	-0.9%	-$42.3K	0.3%	82
2023 Q2	$4.87M	Sell	125,370 -5,010	-4%	-$186K	0.3%	87
2023 Q1	$4.92M	Buy	130,380 +14,811	+13%	+$578K	0.32%	79
2022 Q4	$4.27M	Buy	115,569 +9,443	+9%	+$354K	0.3%	96
2022 Q3	$3.62M	Buy	106,126 +60,313	+132%	+$2.28M	0.28%	91
2022 Q2	$1.65M	Buy	45,813 +36,832	+410%	+$1.43M	0.13%	181
2022 Q1	$378K	Buy	+8,981	New	+$378K	0.03%	494

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

Gladstone Institutional Advisory's SPSM Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q2 2026, buying an estimated $169K and bringing the position to 206,805 shares worth $11.9M. The position accounts for 0.38% of the portfolio, ranked #60.

Gladstone Institutional Advisory first reported a position in SPSM in Q1 2022 and has held it in 18 quarters since. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Gladstone Institutional Advisory held 206,805 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $11.9M as of Q2 2026.
Gladstone Institutional Advisory bought 3,169 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $169K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.38% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #60 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.