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

Caldwell Sutter 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 Q1	$31.9K	Sell	660 -27	-4%	-$1.34K	0.01%	429
2025 Q4	$32.2K	Hold	687	–	–	0.01%	419
2025 Q3	$31.8K	Hold	687	–	–	0.01%	419
2025 Q2	$29.3K	Hold	687	–	–	0.01%	417
2025 Q1	$28K	Hold	687	–	–	0.01%	422
2024 Q4	$30.9K	Hold	687	–	–	0.01%	421
2024 Q3	$31.3K	Hold	687	–	–	0.01%	422
2024 Q2	$28.5K	Hold	687	–	–	0.01%	428
2024 Q1	$29.6K	Hold	687	–	–	0.01%	418
2023 Q4	$29K	Hold	687	–	–	0.01%	410
2023 Q3	$25.4K	Hold	687	–	–	0.01%	403
2023 Q2	$26.7K	Buy	687 +660	+2,444%	+$24.5K	0.01%	403
2023 Q1	$1.02K	Buy	+27	New	+$1.05K	﹤0.01%	525

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell Sutter Capital's SPSM Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.9% in Q1 2026, selling an estimated $1.34K and leaving 660 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #429.

Caldwell Sutter Capital first reported a position in SPSM in Q1 2023 and has held it in 13 quarters since. The position peaked at $32.2K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Caldwell Sutter Capital held 660 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $31.9K as of Q1 2026.
Caldwell Sutter Capital sold 27 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.34K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #429 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $32.2K in Q4 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.