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

Courier Capital’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	$2.18M	Buy	41,200 +1,196	+3%	+$67.3K	0.11%	159
2026 Q2	$2.31M	Buy	40,004 +5,563	+16%	+$297K	0.12%	157
2026 Q1	$1.66M	Buy	34,441 +1,507	+5%	+$74.6K	0.09%	183
2025 Q4	$1.54M	Buy	32,934 +9,622	+41%	+$449K	0.09%	178
2025 Q3	$1.08M	Buy	23,312 +1,049	+5%	+$47K	0.06%	209
2025 Q2	$948K	Buy	22,263 +690	+3%	+$27.8K	0.06%	210
2025 Q1	$879K	Buy	21,573 +4,431	+26%	+$195K	0.06%	212
2024 Q4	$770K	Buy	17,142 +6,512	+61%	+$303K	0.05%	214
2024 Q3	$484K	Buy	10,630 +3,975	+60%	+$175K	0.03%	247
2024 Q2	$276K	Hold	6,655	–	–	0.02%	290
2024 Q1	$286K	Sell	6,655 -407	-6%	-$16.8K	0.02%	301
2023 Q4	$298K	Buy	7,062 +407	+6%	+$15.3K	0.02%	296
2023 Q3	$246K	Hold	6,655	–	–	0.02%	307
2023 Q2	$258K	Buy	+6,655	New	+$247K	0.02%	320

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Courier Capital's SPSM Position: Q3 2026 in Review

Courier Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q3 2026, buying an estimated $67.3K and bringing the position to 41,200 shares worth $2.18M. The position accounts for 0.11% of the portfolio, ranked #159.

Courier Capital first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.31M in Q2 2026. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Courier Capital held 41,200 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.18M as of Q3 2026.
Courier Capital bought 1,196 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $67.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Courier Capital's portfolio in Q3 2026, its #159 holding.
Courier Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
Courier Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.31M in Q2 2026.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.