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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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Destiny Capital's SPSM Position: Q1 2026 in Review

Destiny Capital reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.4% in Q1 2026, selling an estimated $189K and leaving 67,077 shares worth $3.24M. The position accounts for 1.73% of the portfolio, ranked #11.

Destiny Capital first reported a position in SPSM in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.39M in Q4 2022. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Destiny Capital held 67,077 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.24M as of Q1 2026.
  • Destiny Capital sold 3,820 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $189K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.73% of Destiny Capital's portfolio in Q1 2026, its #11 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 13 quarters since.
  • Destiny Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.39M in Q4 2022.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.