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

Wealth Advisory Solutions’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 		$4.46M Buy
92,206
+11,248
+14% +$557K 0.99% 26
2025
Q4 		$3.79M Buy
80,958
+1,313
+2% +$61.2K 0.88% 33
2025
Q3 		$3.69M Buy
79,645
+5,931
+8% +$266K 0.89% 34
2025
Q2 		$3.14M Buy
73,714
+1,746
+2% +$70.4K 0.8% 37
2025
Q1 		$2.93M Buy
71,968
+2,224
+3% +$98K 0.78% 41
2024
Q4 		$3.13M Buy
69,744
+6,229
+10% +$290K 0.88% 34
2024
Q3 		$2.89M Buy
63,515
+2,420
+4% +$106K 0.8% 37
2024
Q2 		$2.54M Buy
61,095
+619
+1% +$25.8K 0.69% 36
2024
Q1 		$2.6M Buy
+60,476
New +$2.5M 0.67% 39
2023
Q4 		– Sell
-58,000
Closed -$2.14M – 108
2023
Q3 		$2.14M Buy
58,000
+1,551
+3% +$60.4K 0.42% 48
2023
Q2 		$2.19M Buy
56,449
+597
+1% +$22.2K 0.58% 47
2023
Q1 		$2.11M Buy
55,852
+1,311
+2% +$51.2K 0.56% 48
2022
Q4 		$2.02M Buy
54,541
+657
+1% +$24.6K 0.54% 49
2022
Q3 		$1.83M Sell
53,884
-65,846
-55% -$2.49M 0.51% 53
2022
Q2 		$4.31M Buy
119,730
+97,223
+432% +$3.77M 1.06% 28
2022
Q1 		$947K Buy
+22,507
New +$947K 0.2% 83
2021
Q3 		$668K Sell
15,691
-4,170
-21% -$179K 0.15% 100
2021
Q2 		$873K Buy
19,861
+47
+0.2% +$2.04K 0.21% 91
2021
Q1 		$1K Sell
19,814
-367
-2% -$15K ﹤0.01% 132
2020
Q4 		$722K Buy
20,181
+247
+1% +$7.91K 0.2% 75
2020
Q3 		$545K Buy
19,934
+18
+0.1% +$502 0.14% 102
2020
Q2 		$529K Buy
19,916
+328
+2% +$8.06K 0.15% 105
2020
Q1 		$427K Buy
19,588
+8,618
+79% +$250K 0.15% 111
2019
Q4 		$357K Buy
+10,970
New +$342K 0.09% 137

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

Wealth Advisory Solutions's SPSM Position: Q1 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q1 2026, buying an estimated $557K and bringing the position to 92,206 shares worth $4.46M. The position accounts for 0.99% of the portfolio, ranked #26.

Wealth Advisory Solutions first reported a position in SPSM in Q4 2019 and has held it in 24 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Wealth Advisory Solutions held 92,206 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.46M as of Q1 2026.
  • Wealth Advisory Solutions bought 11,248 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $557K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.99% of Wealth Advisory Solutions's portfolio in Q1 2026, its #26 holding.
  • Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 24 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 Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.