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United Capital Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

United Capital Financial 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
Q1 		$32.7M Buy
677,379
+94,642
+16% +$4.68M 0.2% 98
2025
Q4 		$27.3M Buy
582,737
+170,490
+41% +$7.95M 0.16% 112
2025
Q3 		$19.1M Buy
412,247
+125,928
+44% +$5.65M 0.14% 134
2025
Q2 		$12.2M Buy
286,319
+112,611
+65% +$4.54M 0.1% 161
2025
Q1 		$7.08M Buy
173,708
+132,893
+326% +$5.85M 0.06% 226
2024
Q4 		$1.83M Buy
40,815
+26,640
+188% +$1.24M 0.02% 436
2024
Q3 		$645K Sell
14,175
-640
-4% -$28.1K 0.01% 660
2024
Q2 		$615K Sell
14,815
-515
-3% -$21.5K 0.01% 652
2024
Q1 		$660K Sell
15,330
-1,047
-6% -$43.3K 0.01% 661
2023
Q4 		$691K Sell
16,377
-13,674
-46% -$515K 0.01% 645
2023
Q3 		$1.11M Sell
30,051
-971
-3% -$37.8K 0.01% 498
2023
Q2 		$1.2M Buy
31,022
+5,079
+20% +$189K 0.01% 515
2023
Q1 		$980K Buy
25,943
+2,705
+12% +$106K 0.01% 581
2022
Q4 		$859K Sell
23,238
-924
-4% -$34.6K ﹤0.01% 647
2022
Q3 		$823K Sell
24,162
-600
-2% -$22.7K ﹤0.01% 652
2022
Q2 		$891K Sell
24,762
-613
-2% -$23.8K ﹤0.01% 654
2022
Q1 		$1.07M Sell
25,375
-816
-3% -$34.4K 0.01% 653
2021
Q4 		$1.17M Sell
26,191
-972
-4% -$43.2K 0.01% 645
2021
Q3 		$1.16M Sell
27,163
-411
-1% -$17.6K 0.01% 636
2021
Q2 		$1.21M Sell
27,574
-828
-3% -$36K 0.01% 646
2021
Q1 		$1.2M Sell
28,402
-12,080
-30% -$492K 0.01% 617
2020
Q4 		$1.45M Sell
40,482
-2,186
-5% -$70K 0.01% 582
2020
Q3 		$1.17M Sell
42,668
-6,127
-13% -$171K 0.01% 617
2020
Q2 		$1.3M Buy
48,795
+2,089
+4% +$51.3K 0.01% 597
2020
Q1 		$1.02M Buy
46,706
+16,132
+53% +$468K 0.01% 627
2019
Q4 		$998K Sell
30,574
-1,013
-3% -$31.6K 0.01% 781
2019
Q3 		$948K Sell
31,587
-425
-1% -$12.8K 0.01% 767
2019
Q2 		$981K Buy
32,012
+21,320
+199% +$648K 0.01% 819
2019
Q1 		$323K Sell
10,692
-8,680
-45% -$258K ﹤0.01% 1099
2018
Q4 		$511K Buy
+19,372
New +$571K ﹤0.01% 913

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 Capital Financial Advisors's SPSM Position: Q1 2026 in Review

United Capital Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q1 2026, buying an estimated $4.68M and bringing the position to 677,379 shares worth $32.7M. The position accounts for 0.2% of the portfolio, ranked #98.

United Capital Financial Advisors first reported a position in SPSM in Q4 2018 and has held it in 30 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • United Capital Financial Advisors held 677,379 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $32.7M as of Q1 2026.
  • United Capital Financial Advisors bought 94,642 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $4.68M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.2% of United Capital Financial Advisors's portfolio in Q1 2026, its #98 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 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 Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.