Aldebaran Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Aldebaran Financial’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	$867K	Sell	15,027 -1,231	-8%	-$65.7K	0.7%	31
2026 Q1	$786K	Sell	16,258 -225	-1%	-$11.1K	0.75%	34
2025 Q4	$782K	Sell	16,483 -511	-3%	-$23.8K	0.72%	33
2025 Q3	$787K	Sell	16,994 -120	-0.7%	-$5.38K	0.79%	31
2025 Q2	$729K	Sell	17,114 -139	-0.8%	-$5.61K	0.81%	29
2025 Q1	$703K	Sell	17,253 -707	-4%	-$31.1K	0.86%	29
2024 Q4	$806K	Sell	17,960 -130	-0.7%	-$6.05K	0.94%	29
2024 Q3	$823K	Sell	18,090 -338	-2%	-$14.8K	0.97%	29
2024 Q2	$765K	Buy	18,428 +5,880	+47%	+$245K	1%	24
2024 Q1	$540K	Sell	12,548 -4,440	-26%	-$184K	0.76%	35
2023 Q4	$717K	Sell	16,988 -616	-3%	-$23.2K	1.06%	26
2023 Q3	$650K	Buy	17,604 +1,081	+7%	+$42.1K	1.01%	28
2023 Q2	$642K	Sell	16,523 -3,569	-18%	-$133K	0.87%	32
2023 Q1	$759K	Sell	20,092 -723	-3%	-$28.2K	0.98%	32
2022 Q4	$770K	Sell	20,815 -6,658	-24%	-$249K	0.83%	41
2022 Q3	$946K	Buy	27,473 +49	+0.2%	+$1.85K	1.04%	33
2022 Q2	$980K	Sell	27,424 -1,296	-5%	-$50.3K	1.04%	31
2022 Q1	$1.21M	Buy	28,720 +23,900	+496%	+$1.01M	0.94%	33
2021 Q4	$215K	Sell	4,820 -50	-1%	-$2.22K	0.16%	87
2021 Q3	$207K	Buy	4,870 +50	+1%	+$2.14K	0.17%	84
2021 Q2	$213K	Buy	4,820 +40	+0.8%	+$1.74K	0.18%	86
2021 Q1	$202K	Buy	+4,780	New	+$195K	0.18%	83
2020 Q3	–	Sell	-9,210	Closed	-$245K	–	88
2020 Q2	$245K	Buy	+9,210	New	+$226K	0.29%	72

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

Aldebaran Financial's SPSM Position: Q2 2026 in Review

Aldebaran Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.6% in Q2 2026, selling an estimated $65.7K and leaving 15,027 shares worth $867K. The position accounts for 0.7% of the portfolio, ranked #31.

Aldebaran Financial first reported a position in SPSM in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.21M in Q1 2022. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Aldebaran Financial held 15,027 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $867K as of Q2 2026.
Aldebaran Financial sold 1,231 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $65.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.7% of Aldebaran Financial's portfolio in Q2 2026, its #31 holding.
Aldebaran Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 23 quarters since.
Aldebaran Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.21M in Q1 2022.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Aldebaran Financial's 13F filing for Q2 2026, filed 13 Aug 2026.