MGIA
SPSM icon

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

Moneta Group Investment 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 		$331K Buy
6,859
+863
+14% +$42.7K ﹤0.01% 601
2025
Q4 		$281K Sell
5,996
-304
-5% -$14.2K ﹤0.01% 653
2025
Q3 		$292K Buy
6,300
+1,035
+20% +$46.4K ﹤0.01% 630
2025
Q2 		$224K Sell
5,265
-52
-1% -$2.1K ﹤0.01% 638
2025
Q1 		$217K Buy
+5,317
New +$234K ﹤0.01% 611
2024
Q2 		– Sell
-4,671
Closed -$201K – 629
2024
Q1 		$201K Sell
4,671
-1,495
-24% -$61.8K ﹤0.01% 576
2023
Q4 		$260K Buy
+6,166
New +$232K 0.01% 473
2023
Q3 		– Sell
-5,270
Closed -$205K – 556
2023
Q2 		$205K Buy
+5,270
New +$196K ﹤0.01% 513
2022
Q1 		– Sell
-4,520
Closed -$202K – 490
2021
Q4 		$202K Buy
+4,520
New +$201K 0.01% 457
2021
Q2 		– Sell
-5,394
Closed -$228K – 458
2021
Q1 		$228K Sell
5,394
-1,003
-16% -$40.9K 0.01% 383
2020
Q4 		$229K Buy
+6,397
New +$205K 0.02% 287
2020
Q3 		– Sell
-13,737
Closed -$365K – 291
2020
Q2 		$365K Sell
13,737
-2,655
-16% -$65.2K 0.03% 194
2020
Q1 		$358K Sell
16,392
-20,047
-55% -$581K 0.04% 183
2019
Q4 		$1.19M Sell
36,439
-161
-0.4% -$5.03K 0.1% 110
2019
Q3 		$1.1M Sell
36,600
-3,217
-8% -$97K 0.1% 113
2019
Q2 		$1.22M Sell
39,817
-124,490
-76% -$3.79M 0.12% 107
2019
Q1 		$4.97M Buy
164,307
+5,354
+3% +$159K 0.52% 38
2018
Q4 		$4.19M Sell
158,953
-7,527
-5% -$222K 0.5% 39
2018
Q3 		$5.53M Buy
166,480
+137,612
+477% +$4.58M 0.57% 32
2018
Q2 		$932K Buy
+28,868
New +$909K 0.1% 115

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

Moneta Group Investment Advisors's SPSM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q1 2026, buying an estimated $42.7K and bringing the position to 6,859 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Moneta Group Investment Advisors first reported a position in SPSM in Q2 2018 and has held it in 20 quarters since. The position peaked at $5.53M in Q3 2018. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Moneta Group Investment Advisors held 6,859 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $331K as of Q1 2026.
  • Moneta Group Investment Advisors bought 863 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $42.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #601 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.53M in Q3 2018.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.