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

Guardian Wealth Advisors (North Carolina)’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 		$118K Buy
+2,438
New +$121K 0.01% 384
2025
Q3 		– Sell
-2,245
Closed -$95.6K – 520
2025
Q2 		$95.6K Buy
2,245
+4
+0.2% +$161 0.01% 370
2025
Q1 		$91.4K Buy
2,241
+26
+1% +$1.15K 0.01% 354
2024
Q4 		$99.5K Buy
2,215
+20
+0.9% +$930 0.01% 339
2024
Q3 		$99.9K Buy
2,195
+2
+0.1% +$88 0.01% 285
2024
Q2 		$91.1K Sell
2,193
-70
-3% -$2.92K 0.01% 279
2024
Q1 		$97.4K Sell
2,263
-36
-2% -$1.49K 0.01% 287
2023
Q4 		$97K Buy
2,299
+318
+16% +$12K 0.01% 268
2023
Q3 		$73.1K Buy
1,981
+1,610
+434% +$62.7K 0.01% 271
2023
Q2 		$14.4K Buy
+371
New +$13.8K ﹤0.01% 330
2022
Q4 		– Sell
-20
Closed -$1K – 394
2022
Q3 		$1K Sell
20
-10
-33% -$379 ﹤0.01% 339
2022
Q2 		$1K Buy
+30
New +$1.16K ﹤0.01% 345

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 2,438 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in SPSM as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in SPSM in Q2 2022 and has held it in 12 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,438 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $118K as of Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #384 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 12 quarters since.
  • 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 (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.