Guardian Wealth Advisors (Minnesota)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 Q1	$211K	Sell	4,357 -120	-3%	-$5.94K	0.12%	62
2025 Q4	$210K	Sell	4,477 -185	-4%	-$8.63K	0.12%	67
2025 Q3	$216K	Sell	4,662 -260	-5%	-$11.7K	0.12%	70
2025 Q2	$210K	Hold	4,922	–	–	0.12%	71
2025 Q1	$201K	Hold	4,922	–	–	0.13%	73
2024 Q4	$221K	Hold	4,922	–	–	0.14%	72
2024 Q3	$224K	Hold	4,922	–	–	0.14%	75
2024 Q2	$204K	Hold	4,922	–	–	0.13%	78
2024 Q1	$212K	Buy	+4,922	New	+$203K	0.14%	76

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s SPSM Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q1 2026, selling an estimated $5.94K and leaving 4,357 shares worth $211K. The position accounts for 0.12% of the portfolio, ranked #62.

Guardian Wealth Advisors (Minnesota) first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $224K in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 4,357 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $211K as of Q1 2026.
Guardian Wealth Advisors (Minnesota) sold 120 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $5.94K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #62 holding.
Guardian Wealth Advisors (Minnesota) 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.
Guardian Wealth Advisors (Minnesota)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $224K in Q3 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.