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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VisionPoint Advisory Group's SPSM Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q2 2026, selling an estimated $227K and leaving 36,242 shares worth $2.09M. The position accounts for 0.34% of the portfolio, ranked #68.

VisionPoint Advisory Group first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

VisionPoint Advisory Group held 36,242 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.09M as of Q2 2026.
VisionPoint Advisory Group sold 4,258 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $227K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.34% of VisionPoint Advisory Group's portfolio in Q2 2026, its #68 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 12 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.