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

Prime Capital Investment 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 Q2	$776K	Sell	13,452 -538	-4%	-$28.7K	0.01%	586
2026 Q1	$676K	Buy	13,990 +292	+2%	+$14.5K	0.01%	601
2025 Q4	$642K	Sell	13,698 -625	-4%	-$29.1K	0.01%	582
2025 Q3	$663K	Sell	14,323 -662	-4%	-$29.7K	0.01%	566
2025 Q2	$638K	Sell	14,985 -62,663	-81%	-$2.53M	0.01%	550
2025 Q1	$3.16M	Buy	77,648 +61,991	+396%	+$2.73M	0.04%	293
2024 Q4	$703K	Sell	15,657 -451	-3%	-$21K	0.01%	489
2024 Q3	$733K	Sell	16,108 -4,071	-20%	-$179K	0.01%	501
2024 Q2	$838K	Sell	20,179 -52,764	-72%	-$2.2M	0.01%	468
2024 Q1	$3.14M	Buy	72,943 +53,758	+280%	+$2.22M	0.04%	271
2023 Q4	$809K	Buy	19,185 +985	+5%	+$37.1K	0.01%	469
2023 Q3	$672K	Sell	18,200 -30,929	-63%	-$1.2M	0.01%	414
2023 Q2	$1.91M	Buy	+49,129	New	+$1.83M	0.04%	259
2022 Q3	–	Sell	-8,008	Closed	-$288K	–	446
2022 Q2	$288K	Sell	8,008 -4,706	-37%	-$183K	0.02%	302
2022 Q1	$568K	Hold	12,714	–	–	0.03%	223
2021 Q4	$568K	Buy	+12,714	New	+$565K	0.03%	225
2020 Q3	–	Sell	-1,638	Closed	-$44K	–	500
2020 Q2	$44K	Sell	1,638 -16,587	-91%	-$408K	﹤0.01%	332
2020 Q1	$398K	Hold	18,225	–	–	0.05%	158
2019 Q4	$595K	Hold	18,225	–	–	0.07%	151
2019 Q3	$547K	Hold	18,225	–	–	0.08%	149
2019 Q2	$558K	Hold	18,225	–	–	0.1%	141
2019 Q1	$551K	Buy	+18,225	New	+$541K	0.16%	92
2018 Q4	–	Sell	-18,225	Closed	-$606K	–	422
2018 Q3	$606K	Hold	18,225	–	–	0.19%	87
2018 Q2	$588K	Hold	18,225	–	–	0.25%	77
2018 Q1	$545K	Hold	18,225	–	–	0.39%	58
2017 Q4	$549K	Buy	+18,225	New	+$540K	0.42%	56

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Prime Capital Investment Advisors's SPSM Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.8% in Q2 2026, selling an estimated $28.7K and leaving 13,452 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #586.

Prime Capital Investment Advisors first reported a position in SPSM in Q4 2017 and has held it in 26 quarters since. The position peaked at $3.16M in Q1 2025. 882 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Prime Capital Investment Advisors held 13,452 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $776K as of Q2 2026.
Prime Capital Investment Advisors sold 538 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $28.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #586 holding.
Prime Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 26 quarters since.
Prime Capital Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.16M in Q1 2025.
882 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.