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

Lloyd Advisory Services’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	$35.4K	Buy	+733	New	+$36.3K	0.01%	311
2022 Q2	–	Sell	-3,594	Closed	-$151K	–	483
2022 Q1	$151K	Buy	3,594 +415	+13%	+$17.5K	0.07%	120
2021 Q4	$142K	Buy	3,179 +2,802	+743%	+$125K	0.07%	113
2021 Q3	$16K	Buy	377 +244	+183%	+$10.5K	0.01%	275
2021 Q2	$6K	Buy	+133	New	+$5.78K	﹤0.01%	315
2020 Q3	–	Sell	-35	Closed	-$1K	–	381
2020 Q2	$1K	Sell	35 -6,877	-99%	-$169K	﹤0.01%	302
2020 Q1	$151K	Buy	6,912 +1,741	+34%	+$50.5K	0.11%	59
2019 Q4	$169K	Buy	+5,171	New	+$161K	0.15%	75

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

Lloyd Advisory Services's SPSM Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 733 shares worth $35.4K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SPSM as recently as Q1 2022.

Lloyd Advisory Services first reported a position in SPSM in Q4 2019 and has held it in 8 quarters since. The position peaked at $169K in Q4 2019. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Lloyd Advisory Services held 733 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $35.4K as of Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Lloyd Advisory Services position in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #311 holding.
Lloyd Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 8 quarters since.
Lloyd Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $169K in Q4 2019.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.