United Advisor Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

United Advisor Group’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	$325K	Buy	5,632 +166	+3%	+$8.86K	0.03%	408
2026 Q1	$264K	Sell	5,466 -425	-7%	-$21K	0.03%	421
2025 Q4	$276K	Sell	5,891 -336	-5%	-$15.7K	0.03%	396
2025 Q3	$288K	Buy	6,227 +371	+6%	+$16.6K	0.04%	364
2025 Q2	$249K	Buy	+5,856	New	+$236K	0.04%	344
2024 Q4	–	Sell	-5,337	Closed	-$243K	–	394
2024 Q3	$243K	Sell	5,337 -161	-3%	-$7.07K	0.05%	300
2024 Q2	$228K	Buy	+5,498	New	+$229K	0.07%	237

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

United Advisor Group's SPSM Position: Q2 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q2 2026, buying an estimated $8.86K and bringing the position to 5,632 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #408.

United Advisor Group first reported a position in SPSM in Q2 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

United Advisor Group held 5,632 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $325K as of Q2 2026.
United Advisor Group bought 166 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.86K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #408 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 7 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.