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

Beckerman Institutional’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	$1.51M	Buy	26,187 +5,789	+28%	+$309K	0.72%	37
2026 Q1	$986K	Buy	20,398 +2,810	+16%	+$139K	0.52%	44
2025 Q4	$824K	Buy	17,588 +1,174	+7%	+$54.8K	0.46%	50
2025 Q3	$760K	Buy	16,414 +8,300	+102%	+$372K	0.45%	53
2025 Q2	$346K	Buy	+8,114	New	+$327K	0.23%	84

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

Beckerman Institutional's SPSM Position: Q2 2026 in Review

Beckerman Institutional increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 28% in Q2 2026, buying an estimated $309K and bringing the position to 26,187 shares worth $1.51M. The position accounts for 0.72% of the portfolio, ranked #37.

Beckerman Institutional first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Beckerman Institutional held 26,187 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.51M as of Q2 2026.
Beckerman Institutional bought 5,789 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $309K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.72% of Beckerman Institutional's portfolio in Q2 2026, its #37 holding.
Beckerman Institutional first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 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 Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.