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 Q2	$106K	Hold	1,831	–	–	0.01%	245
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 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 22.96% 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

Sage Mountain Advisors's SPSM Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 1,831 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #245.

Sage Mountain Advisors first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $107K in Q4 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Sage Mountain Advisors held 1,831 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $106K as of Q2 2026.
Sage Mountain Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #245 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 10 quarters since.
Sage Mountain Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $107K in Q4 2024.
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 Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.