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

Capital Squared Financial’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	$221K	Sell	4,188 -5	-0.1%	-$281	0.14%	84
2026 Q2	$242K	Buy	4,193 +15	+0.4%	+$801	0.16%	79
2026 Q1	$202K	Buy	+4,178	New	+$207K	0.15%	84

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Capital Squared Financial's SPSM Position: Q3 2026 in Review

Capital Squared Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.12% in Q3 2026, selling an estimated $281 and leaving 4,188 shares worth $221K. The position accounts for 0.14% of the portfolio, ranked #84.

Capital Squared Financial first reported a position in SPSM in Q1 2026 and has held it in 3 quarters since. The position peaked at $242K in Q2 2026. 453 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Capital Squared Financial held 4,188 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $221K as of Q3 2026.
Capital Squared Financial sold 5 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $281.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.14% of Capital Squared Financial's portfolio in Q3 2026, its #84 holding.
Capital Squared Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
Capital Squared Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $242K in Q2 2026.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.