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

SOA Wealth 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	$58	Hold	1	–	–	﹤0.01%	875
2026 Q1	$48	Hold	1	–	–	﹤0.01%	853
2025 Q4	$47	Hold	1	–	–	﹤0.01%	853
2025 Q3	$46	Hold	1	–	–	﹤0.01%	877
2025 Q2	$43	Sell	1 -31	-97%	-$1.25K	﹤0.01%	863
2025 Q1	$1.3K	Sell	32 -16	-33%	-$705	﹤0.01%	730
2024 Q4	$2.16K	Buy	+48	New	+$2.23K	﹤0.01%	680

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

SOA Wealth Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 1 share worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #875.

SOA Wealth Advisors first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16K in Q4 2024. 318 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

SOA Wealth Advisors held 1 share of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $58 as of Q2 2026.
SOA Wealth Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #875 holding.
SOA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
SOA Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.16K in Q4 2024.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.