Benjamin Edwards Inc’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Benjamin Edwards Inc’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	$1.46M	Buy	25,347 +1,158	+5%	+$61.8K	0.01%	667
2026 Q1	$1.17M	Buy	24,189 +546	+2%	+$27K	0.01%	705
2025 Q4	$1.11M	Sell	23,643 -371	-2%	-$17.3K	0.01%	674
2025 Q3	$1.11M	Buy	24,014 +92	+0.4%	+$4.13K	0.01%	653
2025 Q2	$1.02M	Buy	23,922 +3,237	+16%	+$131K	0.01%	625
2025 Q1	$843K	Buy	20,685 +2,966	+17%	+$131K	0.01%	631
2024 Q4	$796K	Hold	17,719	–	–	0.01%	685
2024 Q3	$806K	Buy	+17,719	New	+$778K	0.01%	649
2023 Q1	–	Sell	-68	Closed	-$3K	–	753
2022 Q4	$3K	Hold	68	–	–	﹤0.01%	666
2022 Q3	$2K	Buy	68 +1	+1%	+$38	﹤0.01%	666
2022 Q2	$2K	Buy	+67	New	+$2.6K	﹤0.01%	673

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

Benjamin Edwards Inc's SPSM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.8% in Q2 2026, buying an estimated $61.8K and bringing the position to 25,347 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #667.

Benjamin Edwards Inc first reported a position in SPSM in Q2 2022 and has held it in 11 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Benjamin Edwards Inc held 25,347 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.46M as of Q2 2026.
Benjamin Edwards Inc bought 1,158 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $61.8K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #667 holding.
Benjamin Edwards Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 11 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.