Clune & Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Clune & Associates’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	$247K	Sell	4,670 -4	-0.1%	-$225	0.04%	146
2026 Q2	$270K	Sell	4,674 -2,132	-31%	-$114K	0.04%	148
2026 Q1	$329K	Sell	6,806 -20	-0.3%	-$990	0.06%	131
2025 Q4	$320K	Buy	6,826 +74	+1%	+$3.45K	0.07%	132
2025 Q3	$313K	Buy	+6,752	New	+$303K	0.08%	120

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

PIMG

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

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Clune & Associates's SPSM Position: Q3 2026 in Review

Clune & Associates reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.09% in Q3 2026, selling an estimated $225 and leaving 4,670 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #146.

Clune & Associates first reported a position in SPSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $329K in Q1 2026. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Clune & Associates held 4,670 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $247K as of Q3 2026.
Clune & Associates sold 4 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $225.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #146 holding.
Clune & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 5 quarters since.
Clune & Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $329K in Q1 2026.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.