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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
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
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

United Advisor Group's SPSM Position: Q1 2026 in Review

United Advisor Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.2% in Q1 2026, selling an estimated $21K and leaving 5,466 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #421.

United Advisor Group first reported a position in SPSM in Q2 2024 and has held it in 6 quarters since. The position peaked at $288K in Q3 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • United Advisor Group held 5,466 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $264K as of Q1 2026.
  • United Advisor Group sold 425 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $21K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #421 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 6 quarters since.
  • United Advisor Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $288K in Q3 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.