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

Laurel 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 		– Sell
-40
Closed -$1.88K – 580
2025
Q4 		$1.88K Buy
+40
New +$1.86K ﹤0.01% 610
2025
Q2 		– Sell
-113
Closed -$4.57K – 602
2025
Q1 		$4.57K Buy
113
+33
+41% +$1.45K ﹤0.01% 543
2024
Q4 		$3.59K Buy
80
+8
+11% +$372 ﹤0.01% 590
2024
Q3 		$3.25K Hold
72
– – ﹤0.01% 555
2024
Q2 		$2.95K Sell
72
-105
-59% -$4.38K ﹤0.01% 529
2024
Q1 		$7.58K Buy
177
+1
+0.6% +$41 ﹤0.01% 462
2023
Q4 		$7.4K Sell
176
-119
-40% -$4.48K ﹤0.01% 425
2023
Q3 		$10.9K Hold
295
– – ﹤0.01% 399
2023
Q2 		$11.4K Buy
295
+1
+0.3% +$37 ﹤0.01% 400
2023
Q1 		$11.1K Buy
294
+33
+13% +$1.29K ﹤0.01% 398
2022
Q4 		$9.63K Buy
261
+141
+118% +$5.28K ﹤0.01% 385
2022
Q3 		$4K Hold
120
– – ﹤0.01% 446
2022
Q2 		$4K Hold
120
– – ﹤0.01% 477
2022
Q1 		$5K Hold
120
– – ﹤0.01% 486
2021
Q4 		$5K Hold
120
– – ﹤0.01% 493
2021
Q3 		$5K Hold
120
– – ﹤0.01% 493
2021
Q2 		$5K Hold
120
– – ﹤0.01% 552
2021
Q1 		$5K Sell
120
-50
-29% -$2.04K ﹤0.01% 509
2020
Q4 		$6K Sell
170
-30
-15% -$961 ﹤0.01% 461
2020
Q3 		$5K Hold
200
– – ﹤0.01% 429
2020
Q2 		$5K Hold
200
– – ﹤0.01% 420
2020
Q1 		$4K Hold
200
– – ﹤0.01% 429
2019
Q4 		$7K Sell
200
-100
-33% -$3.12K ﹤0.01% 418
2019
Q3 		$9K Hold
300
– – ﹤0.01% 396
2019
Q2 		$9K Hold
300
– – ﹤0.01% 389
2019
Q1 		$9K Hold
300
– – ﹤0.01% 383
2018
Q4 		$8K Buy
+300
New +$8.85K ﹤0.01% 380

Other funds holding SPSM

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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

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

Laurel Wealth Advisors (North Carolina) sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 40 shares — an estimated $1.88K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SPSM in Q4 2018 and held it in 27 quarters. The position peaked at $11.4K in Q2 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 40 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.88K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.4K in Q2 2023.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.