Steward Partners Investment Advisory’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.6M | Buy |
74,595
+38,608
| +107% | +$1.91M | 0.02% | 632 |
|
|
2025
Q4 | $1.69M | Sell |
35,987
-5,016
| -12% | -$234K | 0.01% | 858 |
|
|
2025
Q3 | $1.9M | Buy |
41,003
+6,801
| +20% | +$305K | 0.01% | 794 |
|
|
2025
Q2 | $1.46M | Sell |
34,202
-3,203
| -9% | -$129K | 0.01% | 831 |
|
|
2025
Q1 | $1.52M | Sell |
37,405
-48,725
| -57% | -$2.15M | 0.01% | 759 |
|
|
2024
Q4 | $3.87M | Buy |
86,130
+55,622
| +182% | +$2.59M | 0.03% | 447 |
|
|
2024
Q3 | $1.39M | Buy |
30,508
+12,565
| +70% | +$552K | 0.01% | 748 |
|
|
2024
Q2 | $745K | Sell |
17,943
-765
| -4% | -$31.9K | 0.01% | 911 |
|
|
2024
Q1 | $805K | Buy |
18,708
+434
| +2% | +$17.9K | 0.01% | 877 |
|
|
2023
Q4 | $771K | Buy |
18,274
+3,705
| +25% | +$140K | 0.01% | 820 |
|
|
2023
Q3 | $538K | Buy |
14,569
+2,431
| +20% | +$94.7K | 0.01% | 897 |
|
|
2023
Q2 | $471K | Buy |
12,138
+10,947
| +919% | +$407K | 0.01% | 957 |
|
|
2023
Q1 | $45K | Buy |
1,191
+1,011
| +562% | +$39.5K | ﹤0.01% | 1902 |
|
|
2022
Q4 | $6.66K | Hold |
180
| – | – | ﹤0.01% | 2675 |
|
|
2022
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 2724 |
|
|
2022
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 2717 |
|
|
2022
Q1 | $8K | Sell |
180
-13,822
| -99% | -$582K | ﹤0.01% | 2747 |
|
|
2021
Q4 | $626K | Buy |
14,002
+318
| +2% | +$14.1K | 0.01% | 868 |
|
|
2021
Q3 | $583K | Sell |
13,684
-2,154
| -14% | -$92.3K | 0.01% | 855 |
|
|
2021
Q2 | $696K | Buy |
15,838
+4,143
| +35% | +$180K | 0.01% | 811 |
|
|
2021
Q1 | $494K | Buy |
11,695
+11,515
| +6,397% | +$469K | 0.01% | 894 |
|
|
2020
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 2483 |
|
|
2020
Q3 | $5K | Hold |
180
| – | – | ﹤0.01% | 2388 |
|
|
2020
Q2 | $5K | Sell |
180
-3,329
| -95% | -$81.8K | ﹤0.01% | 2289 |
|
|
2020
Q1 | $76K | Sell |
3,509
-400
| -10% | -$11.6K | ﹤0.01% | 1100 |
|
|
2019
Q4 | $127K | Buy |
3,909
+400
| +11% | +$12.5K | ﹤0.01% | 1029 |
|
|
2019
Q3 | $105K | Buy |
3,509
+3,459
| +6,918% | +$104K | ﹤0.01% | 1067 |
|
|
2019
Q2 | $1K | Buy |
+50
| New | +$1.52K | ﹤0.01% | 2553 |
|
|
2018
Q4 | – | Sell |
-525
| Closed | -$17K | – | 1965 |
|
|
2018
Q3 | $17K | Sell |
525
-265,724
| -100% | -$8.85M | ﹤0.01% | 1637 |
|
|
2018
Q2 | $8.6M | Buy |
266,249
+266,129
| +221,774% | +$8.38M | 0.51% | 37 |
|
|
2018
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 1942 |
|
|
2017
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 1651 |
|
|
2017
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 1431 |
|
|
2017
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 1256 |
|
|
2016
Q4 | $3K | Buy |
+120
| New | +$3.02K | ﹤0.01% | 723 |
|
Other funds holding SPSM
VA
CCWA
Steward Partners Investment Advisory's SPSM Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 107% in Q1 2026, buying an estimated $1.91M and bringing the position to 74,595 shares worth $3.6M. The position accounts for 0.02% of the portfolio, ranked #632.
Steward Partners Investment Advisory first reported a position in SPSM in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.6M in Q2 2018. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.
- Steward Partners Investment Advisory held 74,595 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.6M as of Q1 2026.
- Steward Partners Investment Advisory bought 38,608 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.91M.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #632 holding.
- Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2016 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $8.6M in Q2 2018.
- 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.