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 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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Courier Capital's SPSM Position: Q2 2026 in Review

Courier Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 16% in Q2 2026, buying an estimated $297K and bringing the position to 40,004 shares worth $2.31M. The position accounts for 0.12% of the portfolio, ranked #157.

Courier Capital first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 510 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Courier Capital held 40,004 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.31M as of Q2 2026.
Courier Capital bought 5,563 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $297K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Courier Capital's portfolio in Q2 2026, its #157 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 13 quarters since.
510 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.