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

Snowden Capital 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 		$501K Buy
10,361
+11
+0.1% +$545 0.01% 801
2025
Q4 		$485K Buy
10,350
+629
+6% +$29.3K 0.01% 820
2025
Q3 		$450K Sell
9,721
-1,186
-11% -$53.2K 0.01% 839
2025
Q2 		$465K Sell
10,907
-572
-5% -$23.1K 0.01% 799
2025
Q1 		$468K Sell
11,479
-608
-5% -$26.8K 0.02% 772
2024
Q4 		$543K Sell
12,087
-98
-0.8% -$4.56K 0.02% 745
2024
Q3 		$555K Buy
12,185
+1,078
+10% +$47.4K 0.02% 728
2024
Q2 		$461K Buy
11,107
+1,471
+15% +$61.3K 0.01% 786
2024
Q1 		$415K Sell
9,636
-94,518
-91% -$3.91M 0.01% 840
2023
Q4 		$4.39M Sell
104,154
-873
-0.8% -$32.9K 0.17% 174
2023
Q3 		$3.88M Sell
105,027
-1,531
-1% -$59.6K 0.16% 177
2023
Q2 		$4.14M Buy
106,558
+1,560
+1% +$58K 0.15% 194
2023
Q1 		$3.97M Buy
104,998
+18,493
+21% +$722K 0.15% 171
2022
Q4 		$3.2M Sell
86,505
-7,808
-8% -$292K 0.13% 194
2022
Q3 		$3.21M Sell
94,313
-21,806
-19% -$825K 0.15% 180
2022
Q2 		$4.18M Buy
116,119
+2,460
+2% +$95.5K 0.19% 146
2022
Q1 		$4.78M Buy
113,659
+14,398
+15% +$606K 0.19% 143
2021
Q4 		$4.44M Buy
99,261
+21,028
+27% +$935K 0.23% 137
2021
Q3 		$3.33M Buy
78,233
+7,386
+10% +$316K 0.17% 178
2021
Q2 		$3.11M Buy
70,847
+17,555
+33% +$763K 0.16% 188
2021
Q1 		$2.25M Buy
53,292
+575
+1% +$23.4K 0.13% 221
2020
Q4 		$1.89M Buy
52,717
+1,809
+4% +$57.9K 0.12% 223
2020
Q3 		$1.39M Sell
50,908
-3,844
-7% -$107K 0.11% 225
2020
Q2 		$1.45M Sell
54,752
-1,006
-2% -$24.7K 0.12% 218
2020
Q1 		$1.22M Buy
55,758
+252
+0.5% +$7.3K 0.13% 213
2019
Q4 		$1.81M Sell
55,506
-34,771
-39% -$1.09M 0.16% 190
2019
Q3 		$2.71M Buy
90,277
+5,882
+7% +$177K 0.27% 128
2019
Q2 		$2.59M Buy
84,395
+10,459
+14% +$318K 0.27% 134
2019
Q1 		$2.24M Buy
73,936
+29,624
+67% +$880K 0.24% 144
2018
Q4 		$1.17M Sell
44,312
-9,278
-17% -$274K 0.15% 215
2018
Q3 		$1.78M Buy
53,590
+36,627
+216% +$1.22M 0.2% 162
2018
Q2 		$548K Buy
+16,963
New +$534K 0.07% 300

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

Snowden Capital Advisors's SPSM Position: Q1 2026 in Review

Snowden Capital Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.11% in Q1 2026, buying an estimated $545 and bringing the position to 10,361 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #801.

Snowden Capital Advisors first reported a position in SPSM in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.78M in Q1 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Snowden Capital Advisors held 10,361 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $501K as of Q1 2026.
  • Snowden Capital Advisors bought 11 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $545.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #801 holding.
  • Snowden Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Snowden Capital Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.78M in Q1 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.