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

Prosperity Capital 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 		– Sell
-93,343
Closed -$4.51M – 451
2026
Q1 		$4.51M Buy
+93,343
New +$4.62M 0.26% 75
2023
Q1 		– Sell
-33,040
Closed -$1.22M – 211
2022
Q4 		$1.22M Buy
+33,040
New +$1.24M 0.38% 51

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

Prosperity Capital Advisors's SPSM Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 93,343 shares — an estimated $4.51M sold.

Prosperity Capital Advisors first reported a position in SPSM in Q4 2022 and held it in 2 quarters. The position peaked at $4.51M in Q1 2026. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Prosperity Capital Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 93,343 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.51M.
  • Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and held it in 2 quarters.
  • Prosperity Capital Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.51M in Q1 2026.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.