RCA
SPSM icon

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

Resonant 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
Q1 		$4.6M Sell
95,194
-26,498
-22% -$1.31M 0.24% 70
2025
Q4 		$5.7M Sell
121,692
-3,175
-3% -$148K 0.31% 61
2025
Q3 		$5.78M Sell
124,867
-936
-0.7% -$42K 0.34% 58
2025
Q2 		$5.36M Buy
125,803
+19,292
+18% +$778K 0.34% 59
2025
Q1 		$4.34M Buy
106,511
+3,756
+4% +$165K 0.3% 68
2024
Q4 		$4.62M Buy
102,755
+5,362
+6% +$249K 0.34% 61
2024
Q3 		$4.43M Buy
97,393
+157
+0.2% +$6.9K 0.33% 63
2024
Q2 		$4.04M Buy
97,236
+4,061
+4% +$169K 0.33% 65
2024
Q1 		$4.01M Buy
93,175
+214
+0.2% +$8.85K 0.34% 64
2023
Q4 		$3.92M Buy
92,961
+5,916
+7% +$223K 0.38% 55
2023
Q3 		$3.21M Buy
87,045
+1,043
+1% +$40.6K 0.34% 66
2023
Q2 		$3.34M Buy
86,002
+2,347
+3% +$87.2K 0.36% 63
2023
Q1 		$3.16M Buy
83,655
+4,278
+5% +$167K 0.36% 69
2022
Q4 		$2.93M Buy
79,377
+15,848
+25% +$594K 0.37% 70
2022
Q3 		$2.16M Buy
63,529
+11,462
+22% +$434K 0.33% 77
2022
Q2 		$1.87M Buy
52,067
+24,835
+91% +$964K 0.29% 85
2022
Q1 		$1.16M Buy
+27,232
New +$1.15M 0.17% 97

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

Resonant Capital Advisors's SPSM Position: Q1 2026 in Review

Resonant Capital Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 22% in Q1 2026, selling an estimated $1.31M and leaving 95,194 shares worth $4.6M. The position accounts for 0.24% of the portfolio, ranked #70.

Resonant Capital Advisors first reported a position in SPSM in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.78M in Q3 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Resonant Capital Advisors held 95,194 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.6M as of Q1 2026.
  • Resonant Capital Advisors sold 26,498 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.31M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.24% of Resonant Capital Advisors's portfolio in Q1 2026, its #70 holding.
  • Resonant Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Resonant Capital Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.78M in Q3 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.