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

OneDigital Investment 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	$17.9M	Sell	309,945 -10,052	-3%	-$537K	0.15%	128
2026 Q1	$15.5M	Sell	319,997 -544	-0.2%	-$26.9K	0.15%	129
2025 Q4	$15M	Sell	320,541 -7,193	-2%	-$335K	0.15%	131
2025 Q3	$15.2M	Sell	327,734 -19,356	-6%	-$868K	0.16%	129
2025 Q2	$14.8M	Sell	347,090 -9,264	-3%	-$374K	0.16%	121
2025 Q1	$14.5M	Buy	356,354 +114	+0%	+$5.02K	0.17%	118
2024 Q4	$16M	Sell	356,240 -120,831	-25%	-$5.62M	0.19%	103
2024 Q3	$21.7M	Sell	477,071 -11,819	-2%	-$519K	0.25%	80
2024 Q2	$20.3M	Sell	488,890 -6,470	-1%	-$270K	0.25%	77
2024 Q1	$21.3M	Sell	495,360 -38,079	-7%	-$1.57M	0.34%	62
2023 Q4	$22.5M	Sell	533,439 -169,330	-24%	-$6.38M	0.39%	57
2023 Q3	$25.9M	Sell	702,769 -38,891	-5%	-$1.51M	0.56%	40
2023 Q2	$28.8M	Buy	741,660 +655,576	+762%	+$24.4M	0.64%	36
2023 Q1	$3.25M	Buy	86,084 +16,219	+23%	+$633K	0.08%	193
2022 Q4	$2.58M	Buy	69,865 +43,544	+165%	+$1.63M	0.07%	216
2022 Q3	$897K	Buy	26,321 +11,862	+82%	+$449K	0.03%	318
2022 Q2	$520K	Buy	14,459 +1,090	+8%	+$42.3K	0.02%	405
2022 Q1	$562K	Buy	13,369 +1,371	+11%	+$57.7K	0.02%	409
2021 Q4	$536K	Sell	11,998 -183	-2%	-$8.13K	0.02%	429
2021 Q3	$519K	Buy	+12,181	New	+$522K	0.02%	406
2019 Q3	–	Sell	-190	Closed	-$6K	–	1069
2019 Q2	$6K	Sell	190 -38	-17%	-$1.16K	﹤0.01%	1029
2019 Q1	$7K	Sell	228 -37	-14%	-$1.1K	﹤0.01%	951
2018 Q4	$7K	Buy	+265	New	+$7.82K	﹤0.01%	919
2018 Q3	–	Sell	-1,132	Closed	-$37K	–	1208
2018 Q2	$37K	Buy	1,132 +845	+294%	+$26.6K	0.01%	590
2018 Q1	$9K	Buy	+287	New	+$8.73K	﹤0.01%	1058

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OneDigital Investment Advisors's SPSM Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.1% in Q2 2026, selling an estimated $537K and leaving 309,945 shares worth $17.9M. The position accounts for 0.15% of the portfolio, ranked #128.

OneDigital Investment Advisors first reported a position in SPSM in Q1 2018 and has held it in 25 quarters since. The position peaked at $28.8M in Q2 2023. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

OneDigital Investment Advisors held 309,945 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $17.9M as of Q2 2026.
OneDigital Investment Advisors sold 10,052 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $537K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of OneDigital Investment Advisors's portfolio in Q2 2026, its #128 holding.
OneDigital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 25 quarters since.
OneDigital Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $28.8M in Q2 2023.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.