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

Sanctuary 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 		$10.7M Sell
221,148
-72,331
-25% -$3.58M 0.06% 355
2025
Q4 		$13.8M Sell
293,479
-5,999
-2% -$280K 0.08% 270
2025
Q3 		$13.9M Buy
299,478
+26,239
+10% +$1.18M 0.08% 256
2025
Q2 		$11.6M Sell
273,239
-23,839
-8% -$961K 0.07% 286
2025
Q1 		$12.1M Sell
297,078
-176,921
-37% -$7.79M 0.09% 250
2024
Q4 		$22.1M Buy
473,999
+30,557
+7% +$1.42M 0.14% 154
2024
Q3 		$21.6M Buy
443,442
+110,041
+33% +$4.83M 0.14% 155
2024
Q2 		$13.7M Buy
+333,401
New +$13.9M 0.1% 214

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

Sanctuary Advisors's SPSM Position: Q1 2026 in Review

Sanctuary Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 25% in Q1 2026, selling an estimated $3.58M and leaving 221,148 shares worth $10.7M. The position accounts for 0.06% of the portfolio, ranked #355.

Sanctuary Advisors first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $22.1M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Sanctuary Advisors held 221,148 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10.7M as of Q1 2026.
  • Sanctuary Advisors sold 72,331 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $3.58M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Sanctuary Advisors's portfolio in Q1 2026, its #355 holding.
  • Sanctuary Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $22.1M 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 Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.