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 Q2	$5.59M	Buy	96,974 +1,780	+2%	+$95K	0.27%	69
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Resonant Capital Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.9% in Q2 2026, buying an estimated $95K and bringing the position to 96,974 shares worth $5.59M. The position accounts for 0.27% of the portfolio, ranked #69.

Resonant Capital Advisors first reported a position in SPSM in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.78M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Resonant Capital Advisors held 96,974 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.59M as of Q2 2026.
Resonant Capital Advisors bought 1,780 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $95K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.27% of Resonant Capital Advisors's portfolio in Q2 2026, its #69 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 18 quarters since.
Resonant Capital Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.78M in Q3 2025.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.