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

LexAurum 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
Q2 		$772K Sell
13,390
-311
-2% -$16.6K 0.09% 181
2026
Q1 		$662K Buy
+13,701
New +$678K 0.09% 177
2025
Q3 		$662K Sell
14,285
-960
-6% -$43K 0.09% 165
2025
Q2 		$649K Buy
15,245
+607
+4% +$24.5K 0.1% 165
2025
Q1 		$597K Buy
14,638
+184
+1% +$8.11K 0.11% 165
2024
Q4 		$649K Sell
14,454
-874
-6% -$40.7K 0.13% 150
2024
Q3 		$698K Buy
15,328
+1,287
+9% +$56.5K 0.15% 124
2024
Q2 		$583K Sell
14,041
-1,491
-10% -$62.1K 0.14% 133
2024
Q1 		$669K Buy
15,532
+415
+3% +$17.2K 0.17% 122
2023
Q4 		$638K Sell
15,117
-518
-3% -$19.5K 0.17% 128
2023
Q3 		$577K Buy
15,635
+1,997
+15% +$77.8K 0.17% 126
2023
Q2 		$530K Buy
+13,638
New +$507K 0.16% 129

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LexAurum Advisors's SPSM Position: Q2 2026 in Review

LexAurum Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.3% in Q2 2026, selling an estimated $16.6K and leaving 13,390 shares worth $772K. The position accounts for 0.09% of the portfolio, ranked #181.

LexAurum Advisors first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • LexAurum Advisors held 13,390 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $772K as of Q2 2026.
  • LexAurum Advisors sold 311 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $16.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of LexAurum Advisors's portfolio in Q2 2026, its #181 holding.
  • LexAurum Advisors 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.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.