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

Sequoia Financial 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 		$4.15M Buy
72,026
+418
+0.6% +$22.3K 0.02% 386
2026
Q1 		$3.46M Sell
71,608
-917
-1% -$45.4K 0.02% 417
2025
Q4 		$3.4M Sell
72,525
-406
-0.6% -$18.9K 0.02% 416
2025
Q3 		$3.38M Sell
72,931
-1,359
-2% -$60.9K 0.02% 387
2025
Q2 		$3.16M Sell
74,290
-579
-0.8% -$23.3K 0.02% 371
2025
Q1 		$3.05M Buy
74,869
+2,853
+4% +$126K 0.02% 356
2024
Q4 		$3.23M Sell
72,016
-1,481
-2% -$68.9K 0.03% 318
2024
Q3 		$3.34M Sell
73,497
-461
-0.6% -$20.3K 0.04% 274
2024
Q2 		$3.07M Buy
73,958
+1,596
+2% +$66.5K 0.04% 253
2024
Q1 		$3.11M Sell
72,362
-2,205
-3% -$91.2K 0.04% 260
2023
Q4 		$3.15M Buy
74,567
+51,670
+226% +$1.95M 0.04% 271
2023
Q3 		$845K Buy
+22,897
New +$892K 0.01% 376

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Sequoia Financial Advisors's SPSM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.58% in Q2 2026, buying an estimated $22.3K and bringing the position to 72,026 shares worth $4.15M. The position accounts for 0.02% of the portfolio, ranked #386.

Sequoia Financial Advisors first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. 237 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Sequoia Financial Advisors held 72,026 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.15M as of Q2 2026.
  • Sequoia Financial Advisors bought 418 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $22.3K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #386 holding.
  • Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.