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

Wallace 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 Q1	$335K	Sell	6,943 -715	-9%	-$35.4K	0.36%	69
2025 Q4	$359K	Buy	7,658 +69	+0.9%	+$3.22K	0.38%	68
2025 Q3	$323K	Buy	7,589 +412	+6%	+$18.5K	0.26%	113
2025 Q2	$293K	Buy	7,177 +143	+2%	+$5.77K	0.21%	135
2025 Q1	$316K	Buy	7,034 +2,154	+44%	+$94.9K	0.22%	132
2024 Q4	$222K	Sell	4,880 -280	-5%	-$13K	0.15%	166
2024 Q3	$214K	Hold	5,160	–	–	0.16%	165
2024 Q2	$214K	Buy	+5,160	New	+$215K	0.15%	165

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

Wallace Advisory Group's SPSM Position: Q1 2026 in Review

Wallace Advisory Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.3% in Q1 2026, selling an estimated $35.4K and leaving 6,943 shares worth $335K. The position accounts for 0.36% of the portfolio, ranked #69.

Wallace Advisory Group first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $359K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Wallace Advisory Group held 6,943 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $335K as of Q1 2026.
Wallace Advisory Group sold 715 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $35.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.36% of Wallace Advisory Group's portfolio in Q1 2026, its #69 holding.
Wallace Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
Wallace Advisory Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $359K in Q4 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.