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

Signal Advisors Wealth’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	$5.62M	Buy	97,507 +13,278	+16%	+$709K	0.28%	72
2026 Q1	$4.07M	Sell	84,229 -11,328	-12%	-$561K	0.28%	82
2025 Q4	$4.48M	Sell	95,557 -19,084	-17%	-$890K	0.36%	65
2025 Q3	$5.31M	Sell	114,641 -209,203	-65%	-$9.38M	0.48%	51
2025 Q2	$13.8M	Buy	323,844 +35,181	+12%	+$1.42M	1.08%	20
2025 Q1	$11.8M	Buy	288,663 +47,956	+20%	+$2.11M	1.15%	15
2024 Q4	$10.8M	Buy	240,707 +98,149	+69%	+$4.57M	1.22%	12
2024 Q3	$6.49M	Buy	+142,558	New	+$6.26M	0.93%	20
2024 Q2	–	Sell	-5,761	Closed	-$248K	–	251
2024 Q1	$248K	Sell	5,761 -2,135	-27%	-$88.3K	0.06%	258
2023 Q4	$333K	Buy	+7,896	New	+$297K	0.12%	161

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

Signal Advisors Wealth's SPSM Position: Q2 2026 in Review

Signal Advisors Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q2 2026, buying an estimated $709K and bringing the position to 97,507 shares worth $5.62M. The position accounts for 0.28% of the portfolio, ranked #72.

Signal Advisors Wealth first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.8M in Q2 2025. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Signal Advisors Wealth held 97,507 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.62M as of Q2 2026.
Signal Advisors Wealth bought 13,278 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $709K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.28% of Signal Advisors Wealth's portfolio in Q2 2026, its #72 holding.
Signal Advisors Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $13.8M in Q2 2025.
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 Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.