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 Q2	$4.81M	Buy	83,341 +6,508	+8%	+$347K	0.26%	89
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Stratos Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.5% in Q2 2026, buying an estimated $347K and bringing the position to 83,341 shares worth $4.81M. The position accounts for 0.26% of the portfolio, ranked #89.

Stratos Wealth Advisors first reported a position in SPSM in Q1 2020 and has held it in 26 quarters since. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Stratos Wealth Advisors held 83,341 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.81M as of Q2 2026.
Stratos Wealth Advisors bought 6,508 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $347K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.26% of Stratos Wealth Advisors's portfolio in Q2 2026, its #89 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 26 quarters since.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.