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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 $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

Private Advisor Group's SPSM Position: Q1 2026 in Review

Private Advisor Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 19% in Q1 2026, selling an estimated $10.9M and leaving 969,204 shares worth $46.8M. The position accounts for 0.22% of the portfolio, ranked #99.

Private Advisor Group first reported a position in SPSM in Q2 2017 and has held it in 33 quarters since. The position peaked at $96.9M in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Private Advisor Group held 969,204 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $46.8M as of Q1 2026.
  • Private Advisor Group sold 220,455 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $10.9M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.22% of Private Advisor Group's portfolio in Q1 2026, its #99 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 33 quarters since.
  • Private Advisor Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $96.9M in Q1 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 Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.