Level Four Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.32M Buy
68,758
+13,738
+25% +$680K 0.11% 218
2025
Q4
$2.58M Buy
55,020
+4,350
+9% +$203K 0.08% 252
2025
Q3
$2.35M Sell
50,670
-162
-0.3% -$7.26K 0.08% 257
2025
Q2
$2.17M Sell
50,832
-2,289
-4% -$92.3K 0.08% 249
2025
Q1
$2.17M Buy
53,121
+3,146
+6% +$139K 0.09% 239
2024
Q4
$2.24M Sell
49,975
-203
-0.4% -$9.44K 0.09% 232
2024
Q3
$2.22M Buy
50,178
+2,335
+5% +$103K 0.09% 228
2024
Q2
$1.99M Buy
47,843
+2,077
+5% +$86.5K 0.09% 241
2024
Q1
$1.93M Hold
45,766
0.11% 207
2023
Q4
$1.93M Sell
45,766
-4,383
-9% -$165K 0.11% 202
2023
Q3
$1.85M Buy
50,149
+1,448
+3% +$56.4K 0.12% 196
2023
Q2
$1.89M Buy
+48,701
New +$1.81M 0.11% 196

Other funds holding SPSM

Level Four Advisory Services's SPSM Position: Q1 2026 in Review

Level Four Advisory Services increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 25% in Q1 2026, buying an estimated $680K and bringing the position to 68,758 shares worth $3.32M. The position accounts for 0.11% of the portfolio, ranked #218.

Level Four Advisory Services first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Level Four Advisory Services held 68,758 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.32M as of Q1 2026.
  • Level Four Advisory Services bought 13,738 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $680K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Level Four Advisory Services's portfolio in Q1 2026, its #218 holding.
  • Level Four Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 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 Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.