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

Lido 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	$17.7M	Sell	366,585 -109,543	-23%	-$5.42M	0.05%	225
2025 Q4	$22.2M	Buy	476,128 +6,748	+1%	+$315K	0.07%	185
2025 Q3	$21.7M	Buy	469,380 +419,268	+837%	+$18.8M	0.07%	175
2025 Q2	$2.13M	Sell	50,112 -20,209	-29%	-$815K	0.01%	570
2025 Q1	$2.87M	Buy	70,321 +12,010	+21%	+$529K	0.01%	464
2024 Q4	$2.62M	Buy	58,311 +27,138	+87%	+$1.26M	0.01%	458
2024 Q3	$1.42M	Buy	31,173 +1,536	+5%	+$67.5K	0.01%	580
2024 Q2	$1.23M	Buy	29,637 +22,383	+309%	+$933K	0.01%	578
2024 Q1	$312K	Sell	7,254 -559	-7%	-$23.1K	﹤0.01%	1077
2023 Q4	$330K	Sell	7,813 -6,127	-44%	-$231K	﹤0.01%	995
2023 Q3	$514K	Buy	13,940 +6,178	+80%	+$241K	﹤0.01%	738
2023 Q2	$301K	Buy	+7,762	New	+$288K	﹤0.01%	930

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors's SPSM Position: Q1 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 23% in Q1 2026, selling an estimated $5.42M and leaving 366,585 shares worth $17.7M. The position accounts for 0.05% of the portfolio, ranked #225.

Lido Advisors first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $22.2M in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Lido Advisors held 366,585 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $17.7M as of Q1 2026.
Lido Advisors sold 109,543 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $5.42M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Lido Advisors's portfolio in Q1 2026, its #225 holding.
Lido 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.
Lido Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $22.2M in Q4 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.