Cyndeo Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Cyndeo Wealth Partners’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	$3.1M	Sell	53,817 -7,200	-12%	-$384K	0.15%	154
2026 Q1	$2.95M	Hold	61,017	–	–	0.16%	141
2025 Q4	$2.86M	Sell	61,017 -13,278	-18%	-$619K	0.15%	134
2025 Q3	$3.44M	Sell	74,295 -172	-0.2%	-$7.71K	0.19%	125
2025 Q2	$3.17M	Sell	74,467 -983	-1%	-$39.6K	0.19%	132
2025 Q1	$3.08M	Buy	75,450 +36,227	+92%	+$1.6M	0.2%	125
2024 Q4	$1.76M	Buy	39,223 +2,779	+8%	+$129K	0.12%	174
2024 Q3	$1.66M	Buy	36,444 +1	+0%	+$44	0.12%	177
2024 Q2	$1.51M	Sell	36,443 -3,224	-8%	-$134K	0.12%	180
2024 Q1	$1.71M	Sell	39,667 -829	-2%	-$34.3K	0.14%	163
2023 Q4	$1.71M	Sell	40,496 -44	-0.1%	-$1.66K	0.16%	154
2023 Q3	$1.5M	Buy	40,540 +1,524	+4%	+$59.4K	0.16%	147
2023 Q2	$1.52M	Buy	+39,016	New	+$1.45M	0.16%	146

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

Cyndeo Wealth Partners's SPSM Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q2 2026, selling an estimated $384K and leaving 53,817 shares worth $3.1M. The position accounts for 0.15% of the portfolio, ranked #154.

Cyndeo Wealth Partners first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.44M in Q3 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Cyndeo Wealth Partners held 53,817 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.1M as of Q2 2026.
Cyndeo Wealth Partners sold 7,200 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $384K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #154 holding.
Cyndeo Wealth Partners 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.
Cyndeo Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.44M in Q3 2025.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.