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

Bedel Financial Consulting’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	$3.15M	Buy	59,655 +8,675	+17%	+$488K	0.3%	46
2026 Q2	$2.94M	Buy	50,980 +4,133	+9%	+$221K	0.28%	50
2026 Q1	$2.26M	Buy	46,847 +7,632	+19%	+$378K	0.25%	51
2025 Q4	$1.84M	Buy	39,215 +3,516	+10%	+$164K	0.2%	62
2025 Q3	$1.65M	Buy	35,699 +547	+2%	+$24.5K	0.21%	64
2025 Q2	$1.5M	Buy	35,152 +1,364	+4%	+$55K	0.2%	65
2025 Q1	$1.34M	Buy	33,788 +4,288	+15%	+$189K	0.19%	70
2024 Q4	$1.37M	Buy	29,500 +619	+2%	+$28.8K	0.19%	71
2024 Q3	$1.31M	Buy	28,881 +1,295	+5%	+$56.9K	0.19%	67
2024 Q2	$1.15M	Buy	27,586 +2,108	+8%	+$87.8K	0.17%	71
2024 Q1	$1.1M	Buy	25,478 +4,335	+21%	+$179K	0.17%	73
2023 Q4	$892K	Buy	21,143 +1,252	+6%	+$47.2K	0.16%	78
2023 Q3	$734K	Buy	19,891 +10,822	+119%	+$421K	0.15%	80
2023 Q2	$352K	Buy	+9,069	New	+$337K	0.07%	157
2022 Q2	–	Sell	-522	Closed	-$22K	–	790
2022 Q1	$22K	Hold	522	–	–	0.01%	537
2021 Q4	$23K	Hold	522	–	–	0.01%	542
2021 Q3	$22K	Hold	522	–	–	0.01%	538
2021 Q2	$23K	Hold	522	–	–	0.01%	534
2021 Q1	$22K	Hold	522	–	–	0.01%	504
2020 Q4	$19K	Hold	522	–	–	0.01%	461
2020 Q3	$14K	Hold	522	–	–	0.01%	473
2020 Q2	$14K	Hold	522	–	–	0.01%	444
2020 Q1	$11K	Hold	522	–	–	0.01%	464
2019 Q4	$17K	Hold	522	–	–	0.01%	425
2019 Q3	$16K	Hold	522	–	–	0.01%	418
2019 Q2	$16K	Hold	522	–	–	0.01%	423
2019 Q1	$16K	Hold	522	–	–	0.01%	419
2018 Q4	$14K	Hold	522	–	–	0.01%	411
2018 Q3	$16K	Buy	522 +31	+6%	+$1.03K	0.01%	416
2018 Q2	$16K	Sell	491 -430	-47%	-$13.5K	0.01%	412
2018 Q1	$28K	Buy	+921	New	+$28K	0.02%	337

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

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

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

Bedel Financial Consulting's SPSM Position: Q3 2026 in Review

Bedel Financial Consulting increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 17% in Q3 2026, buying an estimated $488K and bringing the position to 59,655 shares worth $3.15M. The position accounts for 0.3% of the portfolio, ranked #46.

Bedel Financial Consulting first reported a position in SPSM in Q1 2018 and has held it in 31 quarters since. 639 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Bedel Financial Consulting held 59,655 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.15M as of Q3 2026.
Bedel Financial Consulting bought 8,675 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $488K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.3% of Bedel Financial Consulting's portfolio in Q3 2026, its #46 holding.
Bedel Financial Consulting first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 31 quarters since.
639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.