Networth Advisors
SPSM icon

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
Q3 		$1K Sell
19
-191
-91% -$10.7K ﹤0.01% 334
2026
Q2 		$12.1K Buy
210
+189
+900% +$10.1K 0.01% 170
2026
Q1 		$1.02K Buy
+21
New +$1.04K ﹤0.01% 331

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Networth Advisors's SPSM Position: Q3 2026 in Review

Networth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 91% in Q3 2026, selling an estimated $10.7K and leaving 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Networth Advisors first reported a position in SPSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $12.1K in Q2 2026. 748 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Networth Advisors held 19 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1K as of Q3 2026.
  • Networth Advisors sold 191 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $10.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Networth Advisors's portfolio in Q3 2026, its #334 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 3 quarters since.
  • Networth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $12.1K in Q2 2026.
  • 748 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.