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

Pinnacle Family 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	–	Sell	-27,550	Closed	-$1.29M	–	151
2025 Q4	$1.29M	Buy	+27,550	New	+$1.28M	0.57%	38
2022 Q2	–	Sell	-5,508	Closed	-$232K	–	117
2022 Q1	$232K	Buy	5,508 +46	+0.8%	+$1.94K	0.12%	108
2021 Q4	$244K	Buy	+5,462	New	+$243K	0.11%	94
2021 Q1	–	Sell	-6,861	Closed	-$246K	–	151
2020 Q4	$246K	Buy	+6,861	New	+$220K	0.15%	106

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

Pinnacle Family Advisors's SPSM Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 27,550 shares — an estimated $1.29M sold.

Pinnacle Family Advisors first reported a position in SPSM in Q4 2020 and held it in 4 quarters. The position peaked at $1.29M in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Pinnacle Family Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 27,550 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.29M.
Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and held it in 4 quarters.
Pinnacle Family Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.29M 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 Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.