Summit Investment Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Summit Investment Advisory Services’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	$732K	Sell	15,158 -1,363	-8%	-$67.5K	0.27%	35
2025 Q4	$774K	Buy	16,521 +636	+4%	+$29.7K	0.29%	34
2025 Q3	$736K	Buy	15,885 +797	+5%	+$35.7K	0.29%	35
2025 Q2	$643K	Sell	15,088 -53	-0.4%	-$2.14K	0.28%	37
2025 Q1	$617K	Sell	15,141 -3,811	-20%	-$168K	0.3%	33
2024 Q4	$851K	Sell	18,952 -196,605	-91%	-$9.14M	0.44%	29
2024 Q3	$9.81M	Buy	+215,557	New	+$9.47M	5.2%	5
2024 Q2	–	Sell	-184,635	Closed	-$7.95M	–	87
2024 Q1	$7.95M	Buy	184,635 +5,763	+3%	+$238K	4.7%	6
2023 Q4	$7.54M	Buy	178,872 +5,952	+3%	+$224K	4.75%	6
2023 Q3	$6.38M	Buy	172,920 +7,021	+4%	+$273K	4.73%	7
2023 Q2	$6.44M	Buy	165,899 +6,569	+4%	+$244K	4.26%	7
2023 Q1	$6.02M	Buy	159,330 +9,876	+7%	+$386K	4.28%	7
2022 Q4	$5.53M	Buy	+149,454	New	+$5.6M	6.69%	4

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Investment Advisory Services's SPSM Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.3% in Q1 2026, selling an estimated $67.5K and leaving 15,158 shares worth $732K. The position accounts for 0.27% of the portfolio, ranked #35.

Summit Investment Advisory Services first reported a position in SPSM in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.81M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Summit Investment Advisory Services held 15,158 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $732K as of Q1 2026.
Summit Investment Advisory Services sold 1,363 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $67.5K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.27% of Summit Investment Advisory Services's portfolio in Q1 2026, its #35 holding.
Summit Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $9.81M in Q3 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.