January Capital Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

January Capital Advisors’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	$329K	Buy	+6,803	New	+$337K	0.44%	39
2022 Q2	$732K	Sell	20,341 -64	-0.3%	-$2.48K	0.65%	20
2022 Q1	$734K	Sell	20,405 -12,550	-38%	-$528K	0.65%	20
2021 Q4	$1.47M	Buy	+32,955	New	+$1.46M	1.17%	22

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

January Capital Advisors's SPSM Position: Q1 2026 in Review

January Capital Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 6,803 shares worth $329K. The stake represents 0.44% of the portfolio and ranks #39 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in SPSM as recently as Q2 2022.

January Capital Advisors first reported a position in SPSM in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.47M in Q4 2021. 1,005 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

January Capital Advisors held 6,803 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $329K as of Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new January Capital Advisors position in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.44% of January Capital Advisors's portfolio in Q1 2026, its #39 holding.
January Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 4 quarters since.
January Capital Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.47M in Q4 2021.
1,005 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.