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

Bensler’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	$10.3M	Buy	177,837 +12,099	+7%	+$646K	0.91%	37
2026 Q1	$8.01M	Buy	165,738 +6,049	+4%	+$299K	0.83%	46
2025 Q4	$7.48M	Buy	159,689 +13,262	+9%	+$618K	0.75%	45
2025 Q3	$6.78M	Buy	146,427 +1,793	+1%	+$80.4K	0.71%	46
2025 Q2	$6.16M	Buy	144,634 +5,295	+4%	+$214K	0.69%	48
2025 Q1	$5.68M	Buy	139,339 +12,085	+9%	+$532K	0.71%	47
2024 Q4	$5.72M	Buy	127,254 +17,671	+16%	+$822K	0.68%	48
2024 Q3	$4.99M	Buy	109,583 +10,690	+11%	+$470K	0.63%	50
2024 Q2	$4.11M	Buy	98,893 +3,642	+4%	+$152K	0.55%	53
2024 Q1	$4.1M	Buy	95,251 +2,650	+3%	+$110K	0.59%	54
2023 Q4	$3.91M	Buy	92,601 +6,042	+7%	+$228K	0.65%	50
2023 Q3	$3.19M	Sell	86,559 -1,422	-2%	-$55.4K	0.61%	55
2023 Q2	$3.42M	Sell	87,981 -5,672	-6%	-$211K	0.65%	52
2023 Q1	$3.54M	Buy	93,653 +805	+0.9%	+$31.4K	0.71%	49
2022 Q4	$3.43M	Buy	92,848 +3,739	+4%	+$140K	0.76%	46
2022 Q3	$3.04M	Buy	89,109 +7,466	+9%	+$283K	0.72%	47
2022 Q2	$2.94M	Buy	81,643 +5,221	+7%	+$203K	0.7%	49
2022 Q1	$3.22M	Buy	76,422 +11,951	+19%	+$503K	0.68%	49
2021 Q4	$2.88M	Buy	+64,471	New	+$2.87M	0.8%	47

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

Bensler's SPSM Position: Q2 2026 in Review

Bensler increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.3% in Q2 2026, buying an estimated $646K and bringing the position to 177,837 shares worth $10.3M. The position accounts for 0.91% of the portfolio, ranked #37.

Bensler first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Bensler held 177,837 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10.3M as of Q2 2026.
Bensler bought 12,099 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $646K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.91% of Bensler's portfolio in Q2 2026, its #37 holding.
Bensler first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 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 Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.