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

Savvy Advisors Inc’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 		$787K Buy
13,643
+2,401
+21% +$128K 0.02% 609
2026
Q1 		$543K Buy
11,242
+929
+9% +$46K 0.01% 628
2025
Q4 		$483K Buy
10,313
+1,696
+20% +$79.1K 0.02% 577
2025
Q3 		$399K Buy
8,617
+68
+0.8% +$3.05K 0.02% 513
2025
Q2 		$364K Sell
8,549
-2,406
-22% -$97K 0.02% 442
2025
Q1 		$447K Buy
10,955
+568
+5% +$25K 0.04% 308
2024
Q4 		$467K Buy
10,387
+319
+3% +$14.8K 0.06% 254
2024
Q3 		$458K Sell
10,068
-3,791
-27% -$167K 0.09% 190
2024
Q2 		$576K Sell
13,859
-1,505
-10% -$62.7K 0.19% 125
2024
Q1 		$661K Buy
15,364
+6,749
+78% +$279K 0.38% 70
2023
Q4 		$363K Buy
+8,615
New +$325K 0.35% 84

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savvy Advisors Inc's SPSM Position: Q2 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 21% in Q2 2026, buying an estimated $128K and bringing the position to 13,643 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #609.

Savvy Advisors Inc first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Savvy Advisors Inc held 13,643 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $787K as of Q2 2026.
  • Savvy Advisors Inc bought 2,401 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $128K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #609 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.