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

Strategic Investment 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 		$192K Buy
+3,970
New +$197K 0.01% 313
2025
Q4 		– Sell
-69,028
Closed -$219K – 271
2025
Q3 		$219K Buy
+69,028
New +$3.1M 0.02% 238
2025
Q1 		– Sell
-6,972
Closed -$313K – 253
2024
Q4 		$313K Sell
6,972
-315
-4% -$14.7K 0.03% 204
2024
Q3 		$332K Sell
7,287
-1,127
-13% -$49.5K 0.04% 210
2024
Q2 		$349K Sell
8,414
-1,710
-17% -$71.3K 0.04% 200
2024
Q1 		$436K Sell
10,124
-1,736
-15% -$71.8K 0.06% 185
2023
Q4 		$500K Sell
11,860
-3,430
-22% -$129K 0.07% 169
2023
Q3 		$564K Buy
15,290
+6,136
+67% +$239K 0.09% 153
2023
Q2 		$356K Sell
9,154
-3,088
-25% -$115K 0.05% 156
2023
Q1 		$462K Buy
12,242
+6,628
+118% +$259K 0.08% 167
2022
Q4 		$208K Buy
+5,614
New +$210K 0.04% 221
2022
Q3 		– Sell
-18,973
Closed -$683K – 206
2022
Q2 		$683K Buy
18,973
+5,320
+39% +$206K 0.14% 122
2022
Q1 		$574K Sell
13,653
-3,787
-22% -$159K 0.11% 147
2021
Q4 		$779K Sell
17,440
-7,743
-31% -$344K 0.15% 131
2021
Q3 		$1.07M Buy
25,183
+4,820
+24% +$207K 0.24% 89
2021
Q2 		$895K Sell
20,363
-4,447
-18% -$193K 0.21% 103
2021
Q1 		$1.05M Buy
24,810
+3,438
+16% +$140K 0.27% 78
2020
Q4 		$765K Buy
21,372
+11,272
+112% +$361K 0.22% 90
2020
Q3 		$277K Buy
10,100
+128
+1% +$3.57K 0.09% 149
2020
Q2 		$265K Sell
9,972
-3,131
-24% -$76.9K 0.1% 144
2020
Q1 		$286K Buy
13,103
+642
+5% +$18.6K 0.13% 122
2019
Q4 		$407K Buy
12,461
+1,050
+9% +$32.8K 0.17% 101
2019
Q3 		$342K Buy
11,411
+1,074
+10% +$32.4K 0.16% 100
2019
Q2 		$319K Buy
+10,337
New +$314K 0.17% 92
2019
Q1 		– Sell
-12,707
Closed -$335K – 138
2018
Q4 		$335K Buy
+12,707
New +$375K 0.3% 72

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $9.42B AUM 17.63% 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 $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Investment Advisors's SPSM Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026: 3,970 shares worth $192K. The stake represents 0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in SPSM as recently as Q3 2025.

Strategic Investment Advisors first reported a position in SPSM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.07M in Q3 2021. 1,003 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Strategic Investment Advisors held 3,970 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $192K as of Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Strategic Investment Advisors position in Q1 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q1 2026, its #313 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 25 quarters since.
  • Strategic Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.07M in Q3 2021.
  • 1,003 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.