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

Networth 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 		$12.1K Buy
210
+189
+900% +$10.1K 0.01% 170
2026
Q1 		$1.01K Buy
+21
New +$1.04K ﹤0.01% 331

Other funds holding SPSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Networth Advisors's SPSM Position: Q2 2026 in Review

Networth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 900% in Q2 2026, buying an estimated $10.1K and bringing the position to 210 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #170.

Networth Advisors first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 675 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Networth Advisors held 210 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $12.1K as of Q2 2026.
  • Networth Advisors bought 189 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $10.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Networth Advisors's portfolio in Q2 2026, its #170 holding.
  • Networth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 675 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.