USAdvisors Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

USAdvisors Wealth Management’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	$305K	Sell	6,507 -141	-2%	-$6.98K	0.1%	100
2025 Q4	$311K	Buy	6,648 +74	+1%	+$3.45K	0.1%	101
2025 Q3	$304K	Sell	6,574 -117	-2%	-$5.25K	0.1%	100
2025 Q2	$285K	Buy	6,691 +142	+2%	+$5.73K	0.11%	102
2025 Q1	$266K	Sell	6,549 -2,943	-31%	-$130K	0.09%	108
2024 Q4	$426K	Sell	9,492 -436	-4%	-$20.3K	0.14%	88
2024 Q3	$450K	Sell	9,928 -2,416	-20%	-$106K	0.16%	83
2024 Q2	$512K	Sell	12,344 -4,595	-27%	-$191K	0.18%	80
2024 Q1	$709K	Hold	16,939	–	–	0.27%	77
2023 Q4	$714K	Sell	16,939 -20,581	-55%	-$775K	0.3%	69
2023 Q3	$1.38M	Sell	37,520 -59	-0.2%	-$2.3K	0.62%	44
2023 Q2	$1.47M	Buy	37,579 +1,596	+4%	+$59.3K	0.7%	42
2023 Q1	$1.36M	Sell	35,983 -3,456	-9%	-$135K	0.65%	42
2022 Q4	$1.46M	Buy	39,439 +26	+0.1%	+$974	0.7%	38
2022 Q3	$1.34M	Sell	39,413 -132	-0.3%	-$5K	0.69%	37
2022 Q2	$1.42M	Buy	39,545 +993	+3%	+$38.5K	0.71%	34
2022 Q1	$1.62M	Buy	38,552 +1,360	+4%	+$57.3K	0.69%	34
2021 Q4	$1.66M	Buy	37,192 +3,139	+9%	+$140K	0.68%	36
2021 Q3	$1.45M	Buy	34,053 +2,995	+10%	+$128K	0.63%	34
2021 Q2	$1.36M	Buy	31,058 +4,771	+18%	+$207K	0.74%	31
2021 Q1	$1.11M	Sell	26,287 -10,628	-29%	-$433K	0.54%	42
2020 Q4	$1.32M	Buy	+36,915	New	+$1.18M	0.63%	36

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

USAdvisors Wealth Management's SPSM Position: Q1 2026 in Review

USAdvisors Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.1% in Q1 2026, selling an estimated $6.98K and leaving 6,507 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #100.

USAdvisors Wealth Management first reported a position in SPSM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.66M in Q4 2021. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

USAdvisors Wealth Management held 6,507 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $305K as of Q1 2026.
USAdvisors Wealth Management sold 141 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $6.98K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of USAdvisors Wealth Management's portfolio in Q1 2026, its #100 holding.
USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 22 quarters since.
USAdvisors Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.66M in Q4 2021.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.