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

Medallion Wealth 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 		$102K Sell
2,104
-55
-3% -$2.72K 0.03% 351
2025
Q4 		$101K Sell
2,159
-44
-2% -$2.05K 0.03% 356
2025
Q3 		$102K Buy
2,203
+19
+0.9% +$852 0.04% 354
2025
Q2 		$93.7K Sell
2,184
-175
-7% -$7.06K 0.04% 360
2025
Q1 		$96.3K Buy
2,359
+97
+4% +$4.27K 0.04% 312
2024
Q4 		$95.9K Buy
+2,262
New +$105K 0.05% 303

Other funds holding SPSM

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

Medallion Wealth Advisors's SPSM Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.5% in Q1 2026, selling an estimated $2.72K and leaving 2,104 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #351.

Medallion Wealth Advisors first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $102K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Medallion Wealth Advisors held 2,104 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $102K as of Q1 2026.
  • Medallion Wealth Advisors sold 55 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $2.72K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #351 holding.
  • Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $102K in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.