Csenge Advisory Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Csenge Advisory Group’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	$202K	Buy	+3,496	New	+$187K	0.01%	732
2025 Q3	–	Sell	-15,990	Closed	-$657K	–	766
2025 Q2	$657K	Buy	15,990 +179	+1%	+$7.22K	0.03%	360
2025 Q1	$594K	Sell	15,811 -10,646	-40%	-$469K	0.03%	359
2024 Q4	$1.19M	Buy	26,457 +505	+2%	+$23.5K	0.06%	236
2024 Q3	$1.17M	Buy	25,952 +115	+0.4%	+$5.05K	0.06%	232
2024 Q2	$1.07M	Sell	25,837 -2,237	-8%	-$93.2K	0.06%	234
2024 Q1	$1.21M	Buy	28,074 +252	+0.9%	+$10.4K	0.07%	226
2023 Q4	$1.17M	Buy	27,822 +748	+3%	+$28.2K	0.07%	209
2023 Q3	$999K	Buy	27,074 +8,614	+47%	+$335K	0.07%	212
2023 Q2	$717K	Sell	18,460 -3,043	-14%	-$113K	0.05%	287
2023 Q1	$812K	Buy	21,503 +8,928	+71%	+$349K	0.06%	246
2022 Q4	$465K	Sell	12,575 -6,365	-34%	-$238K	0.04%	366
2022 Q3	$645K	Sell	18,940 -8,350	-31%	-$316K	0.05%	282
2022 Q2	$982K	Buy	27,290 +7,815	+40%	+$303K	0.08%	206
2022 Q1	$819K	Buy	19,475 +1,816	+10%	+$76.4K	0.06%	256
2021 Q4	$781K	Sell	17,659 -3,446	-16%	-$153K	0.07%	248
2021 Q3	$916K	Buy	21,105 +3,446	+20%	+$148K	0.08%	236
2021 Q2	$781K	Sell	17,659 -699	-4%	-$30.4K	0.07%	249
2021 Q1	$783K	Sell	18,358 -596	-3%	-$24.3K	0.08%	188
2020 Q4	$679K	Buy	18,954 +6,925	+58%	+$222K	0.08%	180
2020 Q3	$344K	Buy	12,029 +692	+6%	+$19.3K	0.05%	277
2020 Q2	$301K	Sell	11,337 -4,064	-26%	-$99.8K	0.04%	273
2020 Q1	$336K	Buy	15,401 +3,345	+28%	+$97K	0.09%	194
2019 Q4	$393K	Buy	12,056 +769	+7%	+$24K	0.1%	188
2019 Q3	$339K	Buy	+11,287	New	+$340K	0.09%	192

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Csenge Advisory Group's SPSM Position: Q2 2026 in Review

Csenge Advisory Group opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,496 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in SPSM as recently as Q2 2025.

Csenge Advisory Group first reported a position in SPSM in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.21M in Q1 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Csenge Advisory Group held 3,496 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $202K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Csenge Advisory Group position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #732 holding.
Csenge Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2019 and has held it in 25 quarters since.
Csenge Advisory Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.21M in Q1 2024.
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 Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.