Paladin Advisory Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-12,459	Closed	-$461K	–	463
2022 Q4	$461K	Buy	12,459 +829	+7%	+$31.1K	0.39%	52
2022 Q3	$396K	Buy	11,630 +2,809	+32%	+$106K	0.36%	54
2022 Q2	$317K	Buy	+8,821	New	+$342K	0.27%	62
2022 Q1	–	Sell	-5,720	Closed	-$255K	–	479
2021 Q4	$255K	Buy	+5,720	New	+$254K	0.21%	86

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paladin Advisory Group's SPSM Position: Q1 2026 in Review

Paladin Advisory Group held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 2,535 shares worth $122K. The position accounts for 0.09% of the portfolio, ranked #109.

Paladin Advisory Group first reported a position in SPSM in Q1 2022 and has held it in 14 quarters since. The position peaked at $523K in Q4 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Paladin Advisory Group held 2,535 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $122K as of Q1 2026.
Paladin Advisory Group left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Paladin Advisory Group's portfolio in Q1 2026, its #109 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $523K in Q4 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.