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 Q2	$436K	Buy	7,569 +710	+10%	+$37.9K	﹤0.01%	583
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 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

Moneta Group Investment Advisors's SPSM Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q2 2026, buying an estimated $37.9K and bringing the position to 7,569 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Moneta Group Investment Advisors first reported a position in SPSM in Q2 2018 and has held it in 21 quarters since. The position peaked at $5.53M in Q3 2018. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Moneta Group Investment Advisors held 7,569 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $436K as of Q2 2026.
Moneta Group Investment Advisors bought 710 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $37.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #583 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 21 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.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.