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

Realta 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 		$7.95K Sell
138
-176
-56% -$9.4K ﹤0.01% 324
2026
Q1 		$15.2K Sell
314
-1,066
-77% -$52.8K 0.01% 289
2025
Q4 		$64.7K Buy
1,380
+380
+38% +$17.7K 0.02% 238
2025
Q3 		$46.3K Buy
1,000
+634
+173% +$28.4K 0.02% 239
2025
Q2 		$15.6K Sell
366
-113
-24% -$4.56K 0.01% 260
2025
Q1 		$19.5K Buy
479
+115
+32% +$5.07K 0.01% 261
2024
Q4 		$16.5K Sell
364
-812
-69% -$37.8K 0.01% 285
2024
Q3 		$53.5K Sell
1,176
-21,228
-95% -$933K 0.02% 240
2024
Q2 		$930K Sell
22,404
-1,948
-8% -$81.2K 0.18% 125
2024
Q1 		$1.05M Buy
24,352
+184
+0.8% +$7.61K 0.22% 117
2023
Q4 		$1.02M Buy
24,168
+6,261
+35% +$236K 0.23% 111
2023
Q3 		$696K Buy
17,907
+703
+4% +$27.4K 0.16% 149
2023
Q2 		$668K Buy
17,204
+11,134
+183% +$414K 0.15% 165
2023
Q1 		$229K Buy
6,070
+550
+10% +$21.5K 0.06% 358
2022
Q4 		$204K Sell
5,520
-280
-5% -$10.5K 0.05% 388
2022
Q3 		$198K Buy
5,800
+100
+2% +$3.79K 0.05% 362
2022
Q2 		$207K Buy
+5,700
New +$221K 0.05% 351

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Realta Investment Advisors's SPSM Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 56% in Q2 2026, selling an estimated $9.4K and leaving 138 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Realta Investment Advisors first reported a position in SPSM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2024. 346 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Realta Investment Advisors held 138 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.95K as of Q2 2026.
  • Realta Investment Advisors sold 176 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $9.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #324 holding.
  • Realta Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Realta Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.05M in Q1 2024.
  • 346 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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