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 $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

Paladin Advisory Group's SPSM Position: Q2 2026 in Review

Paladin Advisory Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.9% in Q2 2026, selling an estimated $5.23K and leaving 2,437 shares worth $141K. The position accounts for 0.09% of the portfolio, ranked #102.

Paladin Advisory Group first reported a position in SPSM in Q1 2022 and has held it in 15 quarters since. The position peaked at $523K in Q4 2023. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Paladin Advisory Group held 2,437 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $141K as of Q2 2026.
Paladin Advisory Group sold 98 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.23K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Paladin Advisory Group's portfolio in Q2 2026, its #102 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 15 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $523K in Q4 2023.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.