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

Blue Fin Capital’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	$2.2M	Buy	41,530 +947	+2%	+$53.3K	0.3%	55
2026 Q2	$2.34M	Buy	40,583 +2,101	+5%	+$112K	0.34%	54
2026 Q1	$1.86M	Buy	38,482 +5,276	+16%	+$261K	0.31%	56
2025 Q4	$1.56M	Buy	33,206 +2,372	+8%	+$111K	0.24%	64
2025 Q3	$1.43M	Buy	30,834 +3,153	+11%	+$141K	0.22%	65
2025 Q2	$1.18M	Sell	27,681 -2,659	-9%	-$107K	0.2%	72
2025 Q1	$1.24M	Sell	30,340 -326	-1%	-$14.4K	0.24%	70
2024 Q4	$1.38M	Sell	30,666 -137	-0.4%	-$6.37K	0.25%	63
2024 Q3	$1.4M	Buy	30,803 +4,894	+19%	+$215K	0.27%	63
2024 Q2	$1.08M	Buy	25,909 +2,287	+10%	+$95.3K	0.21%	73
2024 Q1	$1.02M	Buy	23,622 +1,131	+5%	+$46.8K	0.23%	70
2023 Q4	$949K	Buy	22,491 +7,821	+53%	+$295K	0.24%	71
2023 Q3	$541K	Buy	14,670 +3,840	+35%	+$150K	0.16%	89
2023 Q2	$421K	Buy	10,830 +1,264	+13%	+$47K	0.12%	99
2023 Q1	$340K	Buy	9,566 +2,285	+31%	+$89.2K	0.11%	106
2022 Q4	$269K	Buy	+7,281	New	+$273K	0.1%	113

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Blue Fin Capital's SPSM Position: Q3 2026 in Review

Blue Fin Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.3% in Q3 2026, buying an estimated $53.3K and bringing the position to 41,530 shares worth $2.2M. The position accounts for 0.3% of the portfolio, ranked #55.

Blue Fin Capital first reported a position in SPSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.34M in Q2 2026. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Blue Fin Capital held 41,530 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.2M as of Q3 2026.
Blue Fin Capital bought 947 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $53.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.3% of Blue Fin Capital's portfolio in Q3 2026, its #55 holding.
Blue Fin Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 16 quarters since.
Blue Fin Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.34M in Q2 2026.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Blue Fin Capital's 13F filing for Q3 2026, filed 28 Oct 2026.