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 Q2	$217K	Buy	3,761 +1,323	+54%	+$70.6K	0.01%	365
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 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 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s SPSM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 54% in Q2 2026, buying an estimated $70.6K and bringing the position to 3,761 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #365.

Guardian Wealth Advisors (North Carolina) first reported a position in SPSM in Q2 2022 and has held it in 13 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 3,761 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $217K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 1,323 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $70.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #365 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 13 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.