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Private Advisor Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-80,500
Closed -$29.7K – 2481
2023
Q3 		$29.7K Buy
+80,500
New +$3.14M ﹤0.01% 2070

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Advisor Group's SPSM Position: Q2 2026 in Review

Private Advisor Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q2 2026, buying an estimated $8.32M and bringing the position to 1,125,006 shares worth $64.9M. The position accounts for 0.3% of the portfolio, ranked #65.

Private Advisor Group first reported a position in SPSM in Q2 2017 and has held it in 34 quarters since. The position peaked at $96.9M in Q1 2024. 1,052 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Private Advisor Group held 1,125,006 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $64.9M as of Q2 2026.
  • Private Advisor Group bought 155,802 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.32M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.3% of Private Advisor Group's portfolio in Q2 2026, its #65 holding.
  • Private Advisor Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2017 and has held it in 34 quarters since.
  • Private Advisor Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $96.9M in Q1 2024.
  • 1,052 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.