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

Mutual 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 		$547K Sell
11,313
-143
-1% -$7.08K 0.01% 843
2025
Q4 		$537K Buy
11,456
+822
+8% +$38.3K 0.01% 844
2025
Q3 		$498K Buy
10,634
+1,345
+14% +$60.3K 0.01% 855
2025
Q2 		$409K Sell
9,289
-246
-3% -$9.92K 0.01% 871
2025
Q1 		$371K Sell
9,535
-7,593
-44% -$334K 0.01% 829
2024
Q4 		$785K Sell
17,128
-302
-2% -$14K 0.02% 558
2024
Q3 		$780K Buy
17,430
+5,687
+48% +$250K 0.02% 566
2024
Q2 		$534K Buy
11,743
+1,079
+10% +$45K 0.02% 672
2024
Q1 		$459K Sell
10,664
-63
-0.6% -$2.6K 0.01% 723
2023
Q4 		$452K Buy
10,727
+495
+5% +$18.6K 0.02% 686
2023
Q3 		$378K Sell
10,232
-919
-8% -$35.8K 0.01% 706
2023
Q2 		$433K Buy
+11,151
New +$414K 0.02% 685
2022
Q4 		– Sell
-7,797
Closed -$266K – 970
2022
Q3 		$266K Sell
7,797
-272
-3% -$10.3K 0.01% 752
2022
Q2 		$290K Buy
8,069
+158
+2% +$6.13K 0.02% 683
2022
Q1 		$333K Sell
7,911
-646
-8% -$27.2K 0.02% 683
2021
Q4 		$382K Sell
8,557
-974
-10% -$43.3K 0.02% 660
2021
Q3 		$406K Buy
9,531
+1,810
+23% +$77.6K 0.02% 611
2021
Q2 		$339K Buy
7,721
+2,436
+46% +$106K 0.02% 653
2021
Q1 		$223K Buy
+5,285
New +$215K 0.02% 703
2019
Q3 		– Sell
-25,257
Closed -$774K – 598
2019
Q2 		$774K Buy
25,257
+669
+3% +$20.3K 0.1% 247
2019
Q1 		$743K Sell
24,588
-65,706
-73% -$1.95M 0.11% 215
2018
Q4 		$2.38M Buy
+90,294
New +$2.66M 0.47% 41

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

Mutual Advisors's SPSM Position: Q1 2026 in Review

Mutual Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.2% in Q1 2026, selling an estimated $7.08K and leaving 11,313 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #843.

Mutual Advisors first reported a position in SPSM in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.38M in Q4 2018. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Mutual Advisors held 11,313 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $547K as of Q1 2026.
  • Mutual Advisors sold 143 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $7.08K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #843 holding.
  • Mutual Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 22 quarters since.
  • Mutual Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.38M in Q4 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.