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World Investment Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

World Investment Advisors’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 		$3.49M Buy
66,327
+21,271
+47% +$1.14M 0.06% 339
2026
Q1 		$2.18M Buy
45,056
+70
+0.2% +$3.46K 0.04% 455
2025
Q4 		$2.11M Buy
44,986
+17,562
+64% +$819K 0.03% 456
2025
Q3 		$1.27M Sell
27,424
-408
-1% -$18.3K 0.03% 505
2025
Q2 		$1.19M Buy
27,832
+1,946
+8% +$78.5K 0.03% 482
2025
Q1 		$1.06M Sell
25,886
-5,355
-17% -$236K 0.03% 495
2024
Q4 		$1.4M Buy
31,241
+9,520
+44% +$443K 0.04% 404
2024
Q3 		$989K Buy
21,721
+1,567
+8% +$68.8K 0.03% 429
2024
Q2 		$837K Buy
20,154
+5,162
+34% +$215K 0.05% 306
2024
Q1 		$664K Sell
14,992
-708
-5% -$29.3K 0.1% 181
2023
Q4 		$662K Buy
+15,700
New +$592K 0.09% 190

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

World Investment Advisors's SPSM Position: Q2 2026 in Review

World Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 47% in Q2 2026, buying an estimated $1.14M and bringing the position to 66,327 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #339.

World Investment Advisors first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • World Investment Advisors held 66,327 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.49M as of Q2 2026.
  • World Investment Advisors bought 21,271 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.14M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #339 holding.
  • World Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.