PKS 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
$298K Hold
6,159
0.07% 203
2025
Q4
$289K Buy
+6,159
New +$287K 0.07% 203
2025
Q3
Sell
-5,672
Closed -$242K 272
2025
Q2
$242K Buy
+5,672
New +$229K 0.06% 230
2025
Q1
Sell
-18,503
Closed -$553K 268
2024
Q4
$553K Buy
+18,503
New +$861K 0.14% 131

Other funds holding SPSM

PKS Advisory Services's SPSM Position: Q1 2026 in Review

PKS Advisory Services held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 6,159 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #203.

PKS Advisory Services first reported a position in SPSM in Q4 2024 and has held it in 4 quarters since. The position peaked at $553K in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • PKS Advisory Services held 6,159 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $298K as of Q1 2026.
  • PKS Advisory Services left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of PKS Advisory Services's portfolio in Q1 2026, its #203 holding.
  • PKS Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • PKS Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $553K in Q4 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.