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

Peterson Wealth 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
Q1 		$31.7M Sell
655,147
-63,708
-9% -$3.15M 4.21% 7
2025
Q4 		$33.7M Sell
718,855
-10,284
-1% -$480K 4.49% 7
2025
Q3 		$33.6M Buy
729,139
+33,313
+5% +$1.49M 5.03% 6
2025
Q2 		$29.6M Buy
695,826
+13,804
+2% +$557K 4.89% 6
2025
Q1 		$24.8M Sell
682,022
-58
-0% -$2.56K 4.8% 6
2024
Q4 		$31M Buy
682,080
+2,673
+0.4% +$124K 5.58% 6
2024
Q3 		$30.9M Buy
679,407
+19,037
+3% +$836K 5.84% 6
2024
Q2 		$27.4M Buy
660,370
+12,079
+2% +$503K 5.75% 6
2024
Q1 		$27.9M Buy
648,291
+9,780
+2% +$404K 5.93% 5
2023
Q4 		$26.9M Buy
638,511
+24,094
+4% +$908K 6.39% 5
2023
Q3 		$22.7M Buy
614,417
+15,366
+3% +$598K 6.09% 5
2023
Q2 		$23.4M Buy
599,051
+6
+0% +$223 6.19% 5
2023
Q1 		$22.6M Buy
599,045
+19,124
+3% +$747K 6.23% 5
2022
Q4 		$21.4M Buy
579,921
+13,889
+2% +$520K 6.47% 5
2022
Q3 		$19.3M Buy
566,032
+2,237
+0.4% +$84.7K 6.47% 6
2022
Q2 		$20.3M Buy
563,795
+25,924
+5% +$1.01M 6.69% 6
2022
Q1 		$22.6M Buy
537,871
+18,691
+4% +$787K 6.7% 5
2021
Q4 		$23.2M Buy
519,180
+29,491
+6% +$1.31M 6.69% 4
2021
Q3 		$20.9M Buy
489,689
+2,314
+0.5% +$99.2K 6.9% 5
2021
Q2 		$21.4M Buy
487,375
+28,655
+6% +$1.24M 7.6% 4
2021
Q1 		$19.4M Sell
458,720
-8,587
-2% -$350K 7.89% 4
2020
Q4 		$16.7M Buy
467,307
+13,136
+3% +$421K 7.36% 4
2020
Q3 		$12.4M Buy
454,171
+13,079
+3% +$365K 6.37% 5
2020
Q2 		$11.7M Buy
441,092
+38,186
+9% +$938K 6.24% 5
2020
Q1 		$8.8M Buy
402,906
+46,565
+13% +$1.35M 5.71% 5
2019
Q4 		$11.6M Buy
356,341
+6,768
+2% +$211K 6.65% 5
2019
Q3 		$10.5M Buy
349,573
+17,388
+5% +$525K 6.42% 4
2019
Q2 		$10.2M Buy
332,185
+22,573
+7% +$687K 6.44% 4
2019
Q1 		$9.67M Buy
309,612
+17,542
+6% +$521K 6.46% 4
2018
Q4 		$7.7M Buy
292,070
+32,254
+12% +$951K 6.1% 4
2018
Q3 		$8.64M Buy
259,816
+19,297
+8% +$643K 6.3% 4
2018
Q2 		$7.76M Buy
240,519
+8,674
+4% +$273K 6.29% 5
2018
Q1 		$6.94M Buy
231,845
+168,958
+269% +$5.14M 5.73% 5
2017
Q4 		$1.9M Buy
+62,887
New +$1.86M 1.71% 11

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Wealth Advisors's SPSM Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.9% in Q1 2026, selling an estimated $3.15M and leaving 655,147 shares worth $31.7M. The position accounts for 4.21% of the portfolio, ranked #7.

Peterson Wealth Advisors first reported a position in SPSM in Q4 2017 and has held it in 34 quarters since. The position peaked at $33.7M in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Peterson Wealth Advisors held 655,147 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $31.7M as of Q1 2026.
  • Peterson Wealth Advisors sold 63,708 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.15M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 4.21% of Peterson Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Peterson Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Peterson Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $33.7M in Q4 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.