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 Q3	$50.5M	Sell	955,051 -4,145	-0.4%	-$233K	2.33%	14
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 $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Midland Wealth Advisors's SPSM Position: Q3 2026 in Review

Midland Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.43% in Q3 2026, selling an estimated $233K and leaving 955,051 shares worth $50.5M. The position accounts for 2.33% of the portfolio, ranked #14.

Midland Wealth Advisors first reported a position in SPSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $55.3M in Q2 2026. 802 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Midland Wealth Advisors held 955,051 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $50.5M as of Q3 2026.
Midland Wealth Advisors sold 4,145 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $233K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.33% of Midland Wealth Advisors's portfolio in Q3 2026, its #14 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 12 quarters since.
Midland Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $55.3M in Q2 2026.
802 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Midland Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.