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

Destiny 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 		$3.54M Sell
61,436
-5,641
-8% -$301K 1.65% 12
2026
Q1 		$3.24M Sell
67,077
-3,820
-5% -$189K 1.73% 11
2025
Q4 		$3.32M Sell
70,897
-175
-0.2% -$8.16K 1.71% 10
2025
Q3 		$3.29M Sell
71,072
-3,110
-4% -$139K 1.79% 10
2025
Q2 		$3.16M Buy
74,182
+82
+0.1% +$3.31K 1.91% 10
2025
Q1 		$3.02M Sell
74,100
-18,762
-20% -$826K 2.06% 10
2024
Q4 		$4.17M Sell
92,862
-1,480
-2% -$68.8K 2.53% 12
2024
Q3 		$4.22M Sell
94,342
-3,186
-3% -$140K 2.61% 12
2024
Q2 		$4.05M Sell
97,528
-7,370
-7% -$307K 2.77% 12
2024
Q1 		$4.51M Sell
104,898
-8,049
-7% -$333K 3.15% 12
2023
Q4 		$4.76M Buy
+112,947
New +$4.26M 3.33% 13
2023
Q2 		$5M Sell
128,823
-3,772
-3% -$140K 3.9% 6
2023
Q1 		$5.01M Sell
132,595
-928
-0.7% -$36.2K 4.08% 6
2022
Q4 		$5.39M Buy
+133,523
New +$5M 4.44% 6

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Destiny Capital's SPSM Position: Q2 2026 in Review

Destiny Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.4% in Q2 2026, selling an estimated $301K and leaving 61,436 shares worth $3.54M. The position accounts for 1.65% of the portfolio, ranked #12.

Destiny Capital first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.39M in Q4 2022. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Destiny Capital held 61,436 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.54M as of Q2 2026.
  • Destiny Capital sold 5,641 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $301K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.65% of Destiny Capital's portfolio in Q2 2026, its #12 holding.
  • Destiny Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Destiny Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.39M in Q4 2022.
  • 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 Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.