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

Bill Few Associates’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	$3.36M	Buy	63,474 +3,012	+5%	+$170K	0.69%	39
2026 Q2	$3.49M	Buy	60,462 +1,745	+3%	+$93.2K	0.74%	34
2026 Q1	$2.84M	Buy	58,717 +3,373	+6%	+$167K	0.68%	42
2025 Q4	$2.59M	Buy	55,344 +3,993	+8%	+$186K	0.64%	43
2025 Q3	$2.38M	Buy	51,351 +2,936	+6%	+$132K	0.61%	41
2025 Q2	$2.06M	Sell	48,415 -2,778	-5%	-$112K	0.58%	45
2025 Q1	$2.09M	Buy	51,193 +3,185	+7%	+$140K	0.75%	38
2024 Q4	$2.16M	Buy	48,008 +2,688	+6%	+$125K	0.76%	38
2024 Q3	$2.06M	Buy	45,320 +6,506	+17%	+$286K	0.73%	39
2024 Q2	$1.61M	Buy	38,814 +12,532	+48%	+$522K	0.62%	46
2024 Q1	$1.13M	Buy	26,282 +2,650	+11%	+$110K	0.46%	56
2023 Q4	$997K	Buy	23,632 +5,655	+31%	+$213K	0.45%	57
2023 Q3	$663K	Buy	17,977 +690	+4%	+$26.9K	0.35%	61
2023 Q2	$671K	Buy	+17,287	New	+$642K	0.35%	59

Other funds holding SPSM

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Bill Few Associates's SPSM Position: Q3 2026 in Review

Bill Few Associates increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5% in Q3 2026, buying an estimated $170K and bringing the position to 63,474 shares worth $3.36M. The position accounts for 0.69% of the portfolio, ranked #39.

Bill Few Associates first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.49M in Q2 2026. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Bill Few Associates held 63,474 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.36M as of Q3 2026.
Bill Few Associates bought 3,012 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $170K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.69% of Bill Few Associates's portfolio in Q3 2026, its #39 holding.
Bill Few Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
Bill Few Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.49M in Q2 2026.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.