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

Novus 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	$1.25M	Sell	21,650 -1,213	-5%	-$64.8K	2.6%	11
2026 Q1	$1.1M	Sell	22,863 -6,045	-21%	-$299K	2.47%	10
2025 Q4	$1.35M	Sell	28,908 -7,531	-21%	-$351K	3.03%	8
2025 Q3	$1.69M	Buy	36,439 +16,527	+83%	+$741K	3.88%	6
2025 Q2	$848K	Buy	19,912 +8,729	+78%	+$352K	1.29%	21
2025 Q1	$456K	Sell	11,183 -10,458	-48%	-$461K	0.46%	61
2024 Q4	$972K	Buy	+21,641	New	+$1.01M	0.97%	26

Other funds holding SPSM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Novus Advisors's SPSM Position: Q2 2026 in Review

Novus Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.3% in Q2 2026, selling an estimated $64.8K and leaving 21,650 shares worth $1.25M. The position accounts for 2.6% of the portfolio, ranked #11.

Novus Advisors first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q3 2025. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Novus Advisors held 21,650 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.25M as of Q2 2026.
Novus Advisors sold 1,213 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $64.8K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.6% of Novus Advisors's portfolio in Q2 2026, its #11 holding.
Novus Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.69M in Q3 2025.
517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.