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

CX Institutional’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	$773K	Sell	14,615 -339	-2%	-$19.1K	0.02%	381
2026 Q2	$862K	Sell	14,954 -1,963	-12%	-$105K	0.02%	353
2026 Q1	$817K	Sell	16,917 -2,495	-13%	-$124K	0.02%	365
2025 Q4	$910K	Sell	19,412 -6,859	-26%	-$320K	0.03%	303
2025 Q3	$1.22M	Buy	26,271 +20,667	+369%	+$927K	0.04%	269
2025 Q2	$239K	Buy	5,604 +46	+0.8%	+$1.86K	0.01%	567
2025 Q1	$227K	Buy	+5,558	New	+$245K	0.01%	560
2023 Q3	–	Sell	-8,957	Closed	-$348K	–	547
2023 Q2	$348K	Sell	8,957 -10,345	-54%	-$384K	0.02%	402
2023 Q1	$729K	Sell	19,302 -25,271	-57%	-$987K	0.04%	318
2022 Q4	$1.65M	Sell	44,573 -88,331	-66%	-$3.31M	0.1%	210
2022 Q3	$4.53M	Sell	132,904 -239,160	-64%	-$9.05M	0.31%	85
2022 Q2	$13.4M	Buy	+372,064	New	+$14.4M	1.01%	15
2022 Q1	–	Sell	-139,330	Closed	-$6.23M	–	398
2021 Q4	$6.23M	Buy	139,330 +138,488	+16,448%	+$6.16M	0.5%	55
2021 Q3	$36K	Sell	842 -409	-33%	-$17.5K	﹤0.01%	648
2021 Q2	$55K	Sell	1,251 -10,333	-89%	-$449K	﹤0.01%	552
2021 Q1	$490K	Sell	11,584 -27,228	-70%	-$1.11M	0.04%	229
2020 Q4	$1.39M	Sell	38,812 -11,401	-23%	-$365K	0.13%	174
2020 Q3	$1.38M	Sell	50,213 -1,042	-2%	-$29K	0.15%	160
2020 Q2	$1.36M	Buy	51,255 +5,141	+11%	+$126K	0.18%	135
2020 Q1	$1.01M	Buy	46,114 +15,225	+49%	+$441K	0.16%	134
2019 Q4	$1.01M	Sell	30,889 -3,540	-10%	-$110K	0.18%	111
2019 Q3	$1.03M	Buy	34,429 +4,208	+14%	+$127K	0.17%	126
2019 Q2	$926K	Buy	30,221 +3,980	+15%	+$121K	0.15%	132
2019 Q1	$793K	Buy	26,241 +2,779	+12%	+$82.5K	0.14%	141
2018 Q4	$618K	Buy	23,462 +1,760	+8%	+$51.9K	0.13%	121
2018 Q3	$721K	Buy	21,702 +7,928	+58%	+$264K	0.24%	92
2018 Q2	$445K	Buy	+13,774	New	+$434K	0.16%	98

Other funds holding SPSM

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

CX Institutional's SPSM Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.3% in Q3 2026, selling an estimated $19.1K and leaving 14,615 shares worth $773K. The position accounts for 0.02% of the portfolio, ranked #381.

CX Institutional first reported a position in SPSM in Q2 2018 and has held it in 27 quarters since. The position peaked at $13.4M in Q2 2022. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

CX Institutional held 14,615 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $773K as of Q3 2026.
CX Institutional sold 339 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $19.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #381 holding.
CX Institutional first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2018 and has held it in 27 quarters since.
CX Institutional's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $13.4M in Q2 2022.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.