SMA
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Sage Mountain Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sage Mountain 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 		$88.5K Buy
1,831
+9
+0.5% +$446 0.01% 230
2025
Q4 		$85.4K Hold
1,822
– – ﹤0.01% 514
2025
Q3 		$84.4K Hold
1,822
– – ﹤0.01% 503
2025
Q2 		$77.6K Sell
1,822
-559
-23% -$22.5K 0.01% 449
2025
Q1 		$97K Hold
2,381
– – 0.01% 415
2024
Q4 		$107K Buy
2,381
+195
+9% +$9.07K 0.01% 411
2024
Q3 		$99.5K Hold
2,186
– – 0.01% 422
2024
Q2 		$90.8K Buy
2,186
+1,257
+135% +$52.4K 0.01% 374
2024
Q1 		$40K Buy
+929
New +$38.4K ﹤0.01% 368

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

Sage Mountain Advisors's SPSM Position: Q1 2026 in Review

Sage Mountain Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.49% in Q1 2026, buying an estimated $446 and bringing the position to 1,831 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #230.

Sage Mountain Advisors first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. The position peaked at $107K in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Sage Mountain Advisors held 1,831 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $88.5K as of Q1 2026.
  • Sage Mountain Advisors bought 9 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $446.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #230 holding.
  • Sage Mountain Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • Sage Mountain Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $107K in Q4 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 Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.