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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Signal Advisors Wealth's SPSM Position: Q1 2026 in Review

Signal Advisors Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q1 2026, selling an estimated $561K and leaving 84,229 shares worth $4.07M. The position accounts for 0.28% of the portfolio, ranked #82.

Signal Advisors Wealth first reported a position in SPSM in Q4 2023 and has held it in 9 quarters since. The position peaked at $13.8M in Q2 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Signal Advisors Wealth held 84,229 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.07M as of Q1 2026.
Signal Advisors Wealth sold 11,328 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $561K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.28% of Signal Advisors Wealth's portfolio in Q1 2026, its #82 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 9 quarters since.
Signal Advisors Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $13.8M in Q2 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.