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

Aspire Private 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
Q2 		$5M Sell
86,620
-5,181
-6% -$277K 1.03% 26
2026
Q1 		$4.44M Sell
91,801
-26,045
-22% -$1.29M 1% 26
2025
Q4 		$5.52M Sell
117,846
-36,894
-24% -$1.72M 1.23% 22
2025
Q3 		$7.17M Buy
154,740
+75,328
+95% +$3.38M 1.58% 17
2025
Q2 		$3.38M Buy
79,412
+38,105
+92% +$1.54M 0.79% 32
2025
Q1 		$1.68M Sell
41,307
-58,654
-59% -$2.58M 0.42% 52
2024
Q4 		$4.49M Sell
99,961
-9,184
-8% -$427K 1.11% 25
2024
Q3 		$4.97M Sell
109,145
-16,994
-13% -$747K 1.18% 19
2024
Q2 		$5.24M Sell
126,139
-24,206
-16% -$1.01M 1.35% 16
2024
Q1 		$6.47M Sell
150,345
-17,124
-10% -$708K 1.71% 15
2023
Q4 		$7.06M Sell
167,469
-47,112
-22% -$1.78M 2.09% 13
2023
Q3 		$7.92M Buy
214,581
+114,525
+114% +$4.46M 2.58% 12
2023
Q2 		$3.89M Sell
100,056
-51,905
-34% -$1.93M 1.24% 21
2023
Q1 		$5.74M Buy
151,961
+106,836
+237% +$4.17M 1.91% 14
2022
Q4 		$1.67M Sell
45,125
-62,575
-58% -$2.34M 0.6% 35
2022
Q3 		$3.67M Sell
107,700
-76,823
-42% -$2.91M 1.4% 22
2022
Q2 		$6.64M Buy
184,523
+52,595
+40% +$2.04M 2.37% 12
2022
Q1 		$5.55M Buy
131,928
+14,937
+13% +$629K 1.77% 18
2021
Q4 		$5.23M Sell
116,991
-43,005
-27% -$1.91M 1.63% 18
2021
Q3 		$6.82M Buy
159,996
+52,509
+49% +$2.25M 2.28% 11
2021
Q2 		$4.72M Sell
107,487
-66,443
-38% -$2.89M 1.51% 18
2021
Q1 		$7.35M Buy
173,930
+51,643
+42% +$2.1M 2.57% 11
2020
Q4 		$4.38M Buy
122,287
+85,669
+234% +$2.74M 1.67% 17
2020
Q3 		$1M Sell
36,618
-8,668
-19% -$242K 0.41% 49
2020
Q2 		$1.2M Sell
45,286
-25,255
-36% -$621K 0.56% 38
2020
Q1 		$1.54M Buy
70,541
+1,079
+2% +$31.3K 0.84% 30
2019
Q4 		$2.27M Sell
69,462
-2,352
-3% -$73.4K 0.98% 28
2019
Q3 		$2.15M Sell
71,814
-1,595
-2% -$48.1K 1.02% 29
2019
Q2 		$2.25M Buy
73,409
+32,785
+81% +$997K 1.07% 27
2019
Q1 		$1.23M Sell
40,624
-72,397
-64% -$2.15M 0.62% 34
2018
Q4 		$2.98M Buy
+113,021
New +$3.33M 1.72% 14

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Aspire Private Capital's SPSM Position: Q2 2026 in Review

Aspire Private Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.6% in Q2 2026, selling an estimated $277K and leaving 86,620 shares worth $5M. The position accounts for 1.03% of the portfolio, ranked #26.

Aspire Private Capital first reported a position in SPSM in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.92M in Q3 2023. 328 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Aspire Private Capital held 86,620 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5M as of Q2 2026.
  • Aspire Private Capital sold 5,181 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $277K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.03% of Aspire Private Capital's portfolio in Q2 2026, its #26 holding.
  • Aspire Private Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Aspire Private Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.92M in Q3 2023.
  • 328 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.