PCA Investment Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-10,145
Closed -$475K 60
2025
Q4
$475K Sell
10,145
-2,816
-22% -$131K 0.17% 52
2025
Q3
$600K Buy
12,961
+252
+2% +$11.3K 0.22% 48
2025
Q2
$541K Buy
12,709
+106
+0.8% +$4.27K 0.23% 47
2025
Q1
$514K Buy
12,603
+79
+0.6% +$3.48K 0.27% 41
2024
Q4
$563K Sell
12,524
-644
-5% -$30K 0.26% 57
2024
Q3
$599K Buy
13,168
+40
+0.3% +$1.76K 0.28% 57
2024
Q2
$545K Buy
13,128
+147
+1% +$6.13K 0.29% 51
2024
Q1
$559K Buy
12,981
+100
+0.8% +$4.13K 0.31% 50
2023
Q4
$543K Sell
12,881
-4,956
-28% -$187K 0.36% 46
2023
Q3
$658K Sell
17,837
-214
-1% -$8.34K 0.47% 39
2023
Q2
$701K Buy
+18,051
New +$671K 0.42% 40

Other funds holding SPSM

PCA Investment Advisory Services's SPSM Position: Q1 2026 in Review

PCA Investment Advisory Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 10,145 shares — an estimated $475K sold.

PCA Investment Advisory Services first reported a position in SPSM in Q2 2023 and held it in 11 quarters. The position peaked at $701K in Q2 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • PCA Investment Advisory Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • PCA Investment Advisory Services sold 10,145 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $475K.
  • PCA Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 11 quarters.
  • PCA Investment Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $701K in Q2 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 PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.