UAS
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United Asset Strategies’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

United Asset Strategies’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 		$25M Buy
434,336
+4,502
+1% +$240K 1.77% 11
2026
Q1 		$20.8M Buy
429,834
+132,504
+45% +$6.56M 1.65% 14
2025
Q4 		$13.9M Buy
297,330
+4,372
+1% +$204K 1.08% 30
2025
Q3 		$13.6M Buy
292,958
+4,706
+2% +$211K 1.09% 30
2025
Q2 		$12.3M Buy
288,252
+5,729
+2% +$231K 1.05% 29
2025
Q1 		$11.5M Buy
282,523
+13,479
+5% +$594K 1.07% 31
2024
Q4 		$12.1M Buy
269,044
+19,073
+8% +$887K 1.11% 30
2024
Q3 		$11.4M Buy
249,971
+2,304
+0.9% +$101K 1.06% 31
2024
Q2 		$10.3M Sell
247,667
-178,350
-42% -$7.43M 1.02% 36
2024
Q1 		$18.3M Buy
426,017
+415,766
+4,056% +$17.2M 1.83% 10
2023
Q4 		$432K Sell
10,251
-9,880
-49% -$372K 0.05% 191
2023
Q3 		$743K Buy
20,131
+9,660
+92% +$376K 0.1% 145
2023
Q2 		$407K Sell
10,471
-9,503
-48% -$353K 0.05% 186
2023
Q1 		$754K Sell
19,974
-8,720
-30% -$340K 0.1% 147
2022
Q4 		$1.06M Buy
28,694
+10,152
+55% +$380K 0.15% 133
2022
Q3 		$632K Buy
18,542
+1,970
+12% +$74.6K 0.1% 139
2022
Q2 		$596K Buy
16,572
+7,616
+85% +$296K 0.09% 147
2022
Q1 		$377K Sell
8,956
-7,362
-45% -$310K 0.05% 170
2021
Q4 		$729K Sell
16,318
-1,169
-7% -$52K 0.09% 135
2021
Q3 		$745K Sell
17,487
-26,754
-60% -$1.15M 0.1% 132
2021
Q2 		$1.94M Buy
44,241
+3,814
+9% +$166K 0.26% 75
2021
Q1 		$1.71M Buy
40,427
+14,114
+54% +$575K 0.25% 81
2020
Q4 		$942K Buy
26,313
+11,100
+73% +$356K 0.15% 107
2020
Q3 		$417K Sell
15,213
-25
-0.2% -$697 0.08% 148
2020
Q2 		$405K Buy
15,238
+1,206
+9% +$29.6K 0.08% 139
2020
Q1 		$306K Buy
14,032
+477
+4% +$13.8K 0.08% 148
2019
Q4 		$442K Buy
13,555
+3,066
+29% +$95.7K 0.09% 157
2019
Q3 		$315K Buy
10,489
+690
+7% +$20.8K 0.07% 151
2019
Q2 		$300K Sell
9,799
-4
-0% -$122 0.07% 156
2019
Q1 		$296K Sell
9,803
-740
-7% -$22K 0.07% 168
2018
Q4 		$278K Sell
10,543
-114,256
-92% -$3.37M 0.08% 156
2018
Q3 		$4.15M Buy
124,799
+13,573
+12% +$452K 0.98% 33
2018
Q2 		$3.59M Buy
111,226
+102,839
+1,226% +$3.24M 0.95% 39
2018
Q1 		$251K Buy
8,387
+142
+2% +$4.32K 0.07% 175
2017
Q4 		$249K Buy
+8,245
New +$244K 0.07% 177

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

United Asset Strategies's SPSM Position: Q2 2026 in Review

United Asset Strategies increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1% in Q2 2026, buying an estimated $240K and bringing the position to 434,336 shares worth $25M. The position accounts for 1.77% of the portfolio, ranked #11.

United Asset Strategies first reported a position in SPSM in Q4 2017 and has held it in 35 quarters since. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • United Asset Strategies held 434,336 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $25M as of Q2 2026.
  • United Asset Strategies bought 4,502 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $240K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.77% of United Asset Strategies's portfolio in Q2 2026, its #11 holding.
  • United Asset Strategies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.