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Spartan Wealth Advisory Services LLC’s NuScale Power SMR Stock Holding History

Spartan Wealth Advisory Services LLC’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Hold
13,197
– – 0.01% 312
2026
Q1 		$143K Buy
+13,197
New +$201K 0.01% 303

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MG
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SMR Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its NuScale Power (SMR) position steady in Q2 2026 at 13,197 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #312.

Spartan Wealth Advisory Services LLC first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $143K in Q1 2026. 509 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 13,197 shares of NuScale Power worth $132K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up 0.01% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #312 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's NuScale Power position peaked at $143K in Q1 2026.
  • 509 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.