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

AlphaCore Capital’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	$3.26M	Sell	61,632 -23,606	-28%	-$1.33M	0.05%	266
2026 Q2	$4.92M	Sell	85,238 -5,681	-6%	-$303K	0.09%	189
2026 Q1	$4.39M	Sell	90,919 -5,708	-6%	-$283K	0.1%	171
2025 Q4	$4.53M	Buy	96,627 +96,126	+19,187%	+$4.48M	0.1%	175
2025 Q3	$23.2K	Buy	501 +4	+0.8%	+$179	﹤0.01%	938
2025 Q2	$21.2K	Buy	497 +494	+16,467%	+$19.9K	﹤0.01%	906
2025 Q1	$122	Buy	+3	New	+$132	﹤0.01%	768

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

AlphaCore Capital's SPSM Position: Q3 2026 in Review

AlphaCore Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 28% in Q3 2026, selling an estimated $1.33M and leaving 61,632 shares worth $3.26M. The position accounts for 0.05% of the portfolio, ranked #266.

AlphaCore Capital first reported a position in SPSM in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.92M in Q2 2026. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

AlphaCore Capital held 61,632 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.26M as of Q3 2026.
AlphaCore Capital sold 23,606 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $1.33M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of AlphaCore Capital's portfolio in Q3 2026, its #266 holding.
AlphaCore Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 7 quarters since.
AlphaCore Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.92M in Q2 2026.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.