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Continental Investors Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Continental Investors Services’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 		$623K Sell
10,750
-133
-1% -$7.1K 0.49% 39
2026
Q1 		$581K Buy
10,883
+91
+0.8% +$4.5K 0.55% 40
2025
Q4 		$534K Sell
10,792
-1,979
-15% -$92.3K 0.69% 42
2025
Q3 		$586K Sell
12,771
-1,869
-13% -$83.8K 0.87% 35
2025
Q2 		$624K Buy
14,640
+323
+2% +$13K 1.12% 26
2025
Q1 		$584K Buy
14,317
+941
+7% +$41.5K 1.16% 26
2024
Q4 		$601K Sell
13,376
-321
-2% -$14.9K 1.19% 25
2024
Q3 		$615K Sell
13,697
-1,037
-7% -$45.6K 1.26% 25
2024
Q2 		$612K Sell
14,734
-656
-4% -$27.3K 1.36% 23
2024
Q1 		$656K Buy
15,390
+5
+0% +$207 1.55% 19
2023
Q4 		$649K Buy
15,385
+338
+2% +$12.7K 1.69% 17
2023
Q3 		$555K Sell
15,047
-15,962
-51% -$622K 1.68% 16
2023
Q2 		$1.24M Buy
31,009
+16,084
+108% +$598K 1.47% 15
2023
Q1 		$564K Sell
14,925
-185
-1% -$7.22K 1.6% 14
2022
Q4 		$559K Buy
15,110
+25
+0.2% +$936 1.74% 15
2022
Q3 		$514K Sell
15,085
-181
-1% -$6.85K 1.54% 15
2022
Q2 		$549K Buy
15,266
+32
+0.2% +$1.24K 1.6% 14
2022
Q1 		$681K Sell
15,234
-210
-1% -$8.84K 1.78% 16
2021
Q4 		$650K Buy
+15,444
New +$686K 1.73% 14

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Continental Investors Services's SPSM Position: Q2 2026 in Review

Continental Investors Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.2% in Q2 2026, selling an estimated $7.1K and leaving 10,750 shares worth $623K. The position accounts for 0.49% of the portfolio, ranked #39.

Continental Investors Services first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q2 2023. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Continental Investors Services held 10,750 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $623K as of Q2 2026.
  • Continental Investors Services sold 133 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $7.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.49% of Continental Investors Services's portfolio in Q2 2026, its #39 holding.
  • Continental Investors Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Continental Investors Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.24M in Q2 2023.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Continental Investors Services's 13F filing for Q2 2026, filed 13 Aug 2026.