SageView Advisory Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

SageView Advisory Group’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	$923K	Buy	+15,997	New	+$854K	0.03%	258
2026 Q1	–	Sell	-2,392	Closed	-$112K	–	2172
2025 Q4	$112K	Buy	+2,392	New	+$112K	﹤0.01%	796
2023 Q4	–	Sell	-18,310	Closed	-$676K	–	701
2023 Q3	$676K	Sell	18,310 -698	-4%	-$27.2K	0.04%	274
2023 Q2	$738K	Buy	+19,008	New	+$706K	0.04%	275

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

SageView Advisory Group's SPSM Position: Q2 2026 in Review

SageView Advisory Group opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 15,997 shares worth $923K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SPSM as recently as Q4 2025.

SageView Advisory Group first reported a position in SPSM in Q2 2023 and has held it in 4 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

SageView Advisory Group held 15,997 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $923K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new SageView Advisory Group position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #258 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 4 quarters since.
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 SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.