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

VisionPoint Advisory 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 Q3	$2.31M	Buy	43,611 +7,369	+20%	+$415K	0.36%	71
2026 Q2	$2.09M	Sell	36,242 -4,258	-11%	-$227K	0.34%	68
2026 Q1	$1.96M	Buy	40,500 +4,042	+11%	+$200K	0.37%	66
2025 Q4	$1.71M	Sell	36,458 -4,211	-10%	-$196K	0.33%	83
2025 Q3	$1.88M	Buy	40,669 +12,061	+42%	+$541K	0.38%	74
2025 Q2	$1.22M	Buy	+28,608	New	+$1.15M	0.27%	101
2025 Q1	–	Sell	-4,841	Closed	-$217K	–	295
2024 Q4	$217K	Buy	4,841 +776	+19%	+$36.1K	0.07%	174
2024 Q3	$185K	Sell	4,065 -1	-0%	-$44	0.06%	180
2024 Q2	$169K	Sell	4,066 -273	-6%	-$11.4K	0.06%	176
2024 Q1	$187K	Sell	4,339 -105	-2%	-$4.34K	0.07%	171
2023 Q4	$187K	Buy	4,444 +1,584	+55%	+$59.7K	0.07%	155
2023 Q3	$106K	Buy	2,860 +2,417	+546%	+$94.1K	0.05%	187
2023 Q2	$17.2K	Buy	+443	New	+$16.5K	0.01%	311

Other funds holding SPSM

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

VisionPoint Advisory Group's SPSM Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 20% in Q3 2026, buying an estimated $415K and bringing the position to 43,611 shares worth $2.31M. The position accounts for 0.36% of the portfolio, ranked #71.

VisionPoint Advisory Group first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

VisionPoint Advisory Group held 43,611 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.31M as of Q3 2026.
VisionPoint Advisory Group bought 7,369 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $415K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.36% of VisionPoint Advisory Group's portfolio in Q3 2026, its #71 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.