Center For Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Center For Asset Management’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	$465K	Sell	8,060 -56	-0.7%	-$2.99K	0.21%	101
2026 Q1	$392K	Buy	8,116 +683	+9%	+$33.8K	0.19%	104
2025 Q4	$348K	Sell	7,433 -476	-6%	-$22.2K	0.18%	103
2025 Q3	$366K	Buy	7,909 +739	+10%	+$33.1K	0.2%	94
2025 Q2	$322K	Buy	7,170 +670	+10%	+$27K	0.2%	93
2025 Q1	$265K	Sell	6,500 -1,051	-14%	-$46.3K	0.16%	107
2024 Q4	$339K	Sell	7,551 -116	-2%	-$5.4K	0.22%	86
2024 Q3	$349K	Sell	7,667 -235	-3%	-$10.3K	0.21%	91
2024 Q2	$328K	Sell	7,902 -391	-5%	-$16.3K	0.22%	96
2024 Q1	$357K	Sell	8,293 -170	-2%	-$7.03K	0.29%	80
2023 Q4	$357K	Sell	8,463 -1,078	-11%	-$40.6K	0.33%	73
2023 Q3	$352K	Buy	9,541 +1,825	+24%	+$71.1K	0.35%	73
2023 Q2	$300K	Buy	+7,716	New	+$287K	0.28%	82
2022 Q3	–	Sell	-8,065	Closed	-$290K	–	111
2022 Q2	$290K	Buy	8,065 +956	+13%	+$37.1K	0.27%	83
2022 Q1	$299K	Sell	7,109 -168	-2%	-$7.07K	0.23%	86
2021 Q4	$325K	Sell	7,277 -4,457	-38%	-$198K	0.24%	82
2021 Q3	$500K	Buy	11,734 +3,051	+35%	+$131K	0.42%	47
2021 Q2	$382K	Sell	8,683 -1,713	-16%	-$74.4K	0.33%	56
2021 Q1	$439K	Buy	10,396 +2,026	+24%	+$82.6K	0.42%	47
2020 Q4	$300K	Buy	+8,370	New	+$268K	0.3%	57

Other funds holding SPSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

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

Center For Asset Management's SPSM Position: Q2 2026 in Review

Center For Asset Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.69% in Q2 2026, selling an estimated $2.99K and leaving 8,060 shares worth $465K. The position accounts for 0.21% of the portfolio, ranked #101.

Center For Asset Management first reported a position in SPSM in Q4 2020 and has held it in 20 quarters since. The position peaked at $500K in Q3 2021. 693 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Center For Asset Management held 8,060 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $465K as of Q2 2026.
Center For Asset Management sold 56 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.99K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.21% of Center For Asset Management's portfolio in Q2 2026, its #101 holding.
Center For Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 20 quarters since.
Center For Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $500K in Q3 2021.
693 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.