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

Paragon 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	$486K	Buy	9,187 +2,338	+34%	+$132K	0.09%	67
2026 Q2	$395K	Buy	6,849 +269	+4%	+$14.4K	0.08%	63
2026 Q1	$318K	Buy	+6,580	New	+$326K	0.09%	68
2020 Q1	–	Sell	-28,430	Closed	-$923K	–	78
2019 Q4	$923K	Buy	+28,430	New	+$887K	1%	25

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Paragon Advisors's SPSM Position: Q3 2026 in Review

Paragon Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 34% in Q3 2026, buying an estimated $132K and bringing the position to 9,187 shares worth $486K. The position accounts for 0.09% of the portfolio, ranked #67.

Paragon Advisors first reported a position in SPSM in Q4 2019 and has held it in 4 quarters since. The position peaked at $923K in Q4 2019. 697 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Paragon Advisors held 9,187 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $486K as of Q3 2026.
Paragon Advisors bought 2,338 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $132K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Paragon Advisors's portfolio in Q3 2026, its #67 holding.
Paragon Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 4 quarters since.
Paragon Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $923K in Q4 2019.
697 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

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