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

Midland 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 Q2	$55.3M	Sell	959,196 -4,666	-0.5%	-$249K	2.6%	13
2026 Q1	$46.6M	Sell	963,862 -16,725	-2%	-$828K	2.4%	14
2025 Q4	$46M	Buy	980,587 +12,850	+1%	+$599K	2.39%	13
2025 Q3	$44.8M	Sell	967,737 -194,513	-17%	-$8.72M	2.4%	13
2025 Q2	$49.5M	Buy	1,162,250 +43,034	+4%	+$1.74M	2.74%	13
2025 Q1	$45.6M	Buy	1,119,216 +58,366	+6%	+$2.57M	2.69%	13
2024 Q4	$47.7M	Buy	1,060,850 +3,802	+0.4%	+$177K	2.87%	13
2024 Q3	$48.1M	Buy	1,057,048 +11,995	+1%	+$527K	2.82%	13
2024 Q2	$43.4M	Buy	1,045,053 +791	+0.1%	+$33K	2.57%	12
2024 Q1	$44.9M	Buy	1,044,262 +70,773	+7%	+$2.93M	2.77%	11
2023 Q4	$41.1M	Buy	+973,489	New	+$36.7M	2.81%	11

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Midland Wealth Advisors's SPSM Position: Q2 2026 in Review

Midland Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.48% in Q2 2026, selling an estimated $249K and leaving 959,196 shares worth $55.3M. The position accounts for 2.6% of the portfolio, ranked #13.

Midland Wealth Advisors first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,052 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Midland Wealth Advisors held 959,196 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $55.3M as of Q2 2026.
Midland Wealth Advisors sold 4,666 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $249K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.6% of Midland Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Midland Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,052 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.