Kestra Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
Kestra Advisory Services's SPSM Position: Q3 2026 in Review
Kestra Advisory Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.76% in Q3 2026, buying an estimated $110K and bringing the position to 259,828 shares worth $13.7M. The position accounts for 0.04% of the portfolio, ranked #454.
Kestra Advisory Services first reported a position in SPSM in Q3 2020 and has held it in 25 quarters since. The position peaked at $19.2M in Q4 2023. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.
- Kestra Advisory Services held 259,828 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $13.7M as of Q3 2026.
- Kestra Advisory Services bought 1,950 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $110K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Kestra Advisory Services's portfolio in Q3 2026, its #454 holding.
- Kestra Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 25 quarters since.
- Kestra Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $19.2M in Q4 2023.
- 738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.