Rudd Co d/b/a Styre Wealth’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Rudd Co d/b/a Styre Wealth’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	$100K	Buy	+1,889	New	+$106K	0.1%	68

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Rudd Co d/b/a Styre Wealth's SPSM Position: Q3 2026 in Review

Rudd Co d/b/a Styre Wealth opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 1,889 shares worth $100K. The stake represents 0.1% of the portfolio and ranks #68 among its holdings.

430 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Rudd Co d/b/a Styre Wealth held 1,889 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $100K as of Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Rudd Co d/b/a Styre Wealth position in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Rudd Co d/b/a Styre Wealth's portfolio in Q3 2026, its #68 holding.
430 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Rudd Co d/b/a Styre Wealth's 13F filing for Q3 2026, filed 29 Oct 2026.