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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Blue Fin Capital's SPSM Position: Q2 2026 in Review

Blue Fin Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.5% in Q2 2026, buying an estimated $112K and bringing the position to 40,583 shares worth $2.34M. The position accounts for 0.34% of the portfolio, ranked #54.

Blue Fin Capital first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. 580 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Blue Fin Capital held 40,583 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.34M as of Q2 2026.
Blue Fin Capital bought 2,101 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $112K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.34% of Blue Fin Capital's portfolio in Q2 2026, its #54 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 15 quarters since.
580 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.