N.E.W. Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
N.E.W. Advisory Services's SPSM Position: Q1 2026 in Review
N.E.W. Advisory Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 24% in Q1 2026, selling an estimated $81.6K and leaving 5,218 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #197.
N.E.W. Advisory Services first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $408K in Q1 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.
- N.E.W. Advisory Services held 5,218 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $252K as of Q1 2026.
- N.E.W. Advisory Services sold 1,648 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $81.6K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q1 2026, its #197 holding.
- N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
- N.E.W. Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $408K in Q1 2025.
- 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.
Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.