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

Stratos 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
Q1 		$3.71M Buy
76,833
+15,243
+25% +$755K 0.23% 98
2025
Q4 		$2.89M Buy
61,590
+396
+0.6% +$18.5K 0.14% 162
2025
Q3 		$2.83M Buy
61,194
+93
+0.2% +$4.17K 0.14% 160
2025
Q2 		$2.6M Buy
61,101
+4,090
+7% +$165K 0.14% 153
2025
Q1 		$2.32M Buy
57,011
+8,574
+18% +$378K 0.13% 153
2024
Q4 		$2.18M Sell
48,437
-2,062
-4% -$95.9K 0.1% 198
2024
Q3 		$2.3M Buy
50,499
+8,701
+21% +$382K 0.11% 209
2024
Q2 		$1.74M Buy
41,798
+3,031
+8% +$126K 0.09% 227
2024
Q1 		$1.67M Sell
38,767
-4,236
-10% -$175K 0.1% 229
2023
Q4 		$1.81M Sell
43,003
-1,628
-4% -$61.3K 0.1% 237
2023
Q3 		$1.65M Buy
44,631
+1,384
+3% +$53.9K 0.11% 229
2023
Q2 		$1.68M Buy
43,247
+3,266
+8% +$121K 0.12% 222
2023
Q1 		$1.51M Sell
39,981
-5,741
-13% -$224K 0.12% 224
2022
Q4 		$1.69M Sell
45,722
-8,565
-16% -$321K 0.14% 200
2022
Q3 		$1.85M Sell
54,287
-22,260
-29% -$843K 0.19% 147
2022
Q2 		$2.75M Sell
76,547
-4,482
-6% -$174K 0.25% 103
2022
Q1 		$3.41M Buy
81,029
+68,651
+555% +$2.89M 0.28% 97
2021
Q4 		$553K Sell
12,378
-1,209
-9% -$53.7K 0.04% 376
2021
Q3 		$579K Sell
13,587
-3,339
-20% -$143K 0.05% 330
2021
Q2 		$744K Buy
16,926
+163
+1% +$7.08K 0.07% 288
2021
Q1 		$709K Sell
16,763
-1,033
-6% -$42.1K 0.08% 266
2020
Q4 		$637K Sell
17,796
-2,412
-12% -$77.3K 0.09% 215
2020
Q3 		$553K Sell
20,208
-293
-1% -$8.17K 0.13% 169
2020
Q2 		$545K Buy
20,501
+19,666
+2,355% +$483K 0.17% 136
2020
Q1 		$18K Buy
+835
New +$24.2K 0.01% 223

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

Stratos Wealth Advisors's SPSM Position: Q1 2026 in Review

Stratos Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 25% in Q1 2026, buying an estimated $755K and bringing the position to 76,833 shares worth $3.71M. The position accounts for 0.23% of the portfolio, ranked #98.

Stratos Wealth Advisors first reported a position in SPSM in Q1 2020 and has held it in 25 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Stratos Wealth Advisors held 76,833 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.71M as of Q1 2026.
  • Stratos Wealth Advisors bought 15,243 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $755K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.23% of Stratos Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.