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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
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

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Clune & Associates's SPSM Position: Q2 2026 in Review

Clune & Associates reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 31% in Q2 2026, selling an estimated $114K and leaving 4,674 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #148.

Clune & Associates first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $329K in Q1 2026. 237 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Clune & Associates held 4,674 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $270K as of Q2 2026.
  • Clune & Associates sold 2,132 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Clune & Associates's portfolio in Q2 2026, its #148 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 4 quarters since.
  • Clune & Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $329K in Q1 2026.
  • 237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.