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SPSM icon

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

MONECO 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 		$3.8M Buy
78,635
+6,073
+8% +$301K 0.29% 74
2025
Q4 		$3.4M Buy
72,562
+6,247
+9% +$291K 0.27% 76
2025
Q3 		$3.07M Buy
66,315
+2,018
+3% +$90.5K 0.26% 85
2025
Q2 		$2.74M Buy
64,297
+10,744
+20% +$433K 0.25% 94
2025
Q1 		$2.18M Buy
53,553
+3,515
+7% +$155K 0.23% 98
2024
Q4 		$2.25M Buy
50,038
+23,769
+90% +$1.11M 0.24% 99
2024
Q3 		$1.2M Buy
26,269
+5,821
+28% +$256K 0.15% 141
2024
Q2 		$849K Buy
20,448
+1,812
+10% +$75.5K 0.12% 164
2024
Q1 		$802K Sell
18,636
-1
-0% -$41 0.13% 176
2023
Q4 		$786K Buy
18,637
+762
+4% +$28.7K 0.15% 162
2023
Q3 		$660K Buy
17,875
+2,403
+16% +$93.6K 0.18% 140
2023
Q2 		$601K Buy
+15,472
New +$575K 0.16% 147
2021
Q4 		– Sell
-10,672
Closed -$455K – 269
2021
Q3 		$455K Buy
+10,672
New +$457K 0.18% 125

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

MONECO Advisors's SPSM Position: Q1 2026 in Review

MONECO Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.4% in Q1 2026, buying an estimated $301K and bringing the position to 78,635 shares worth $3.8M. The position accounts for 0.29% of the portfolio, ranked #74.

MONECO Advisors first reported a position in SPSM in Q3 2021 and has held it in 13 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • MONECO Advisors held 78,635 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.8M as of Q1 2026.
  • MONECO Advisors bought 6,073 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $301K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.29% of MONECO Advisors's portfolio in Q1 2026, its #74 holding.
  • MONECO Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2021 and has held it in 13 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.