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

Disciplined Investors’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	$4.28M	Buy	74,134 +3,007	+4%	+$161K	2.14%	11
2026 Q1	$3.44M	Buy	71,127 +2,041	+3%	+$101K	2.05%	12
2025 Q4	$3.24M	Buy	69,086 +123	+0.2%	+$5.74K	2.12%	12
2025 Q3	$3.19M	Buy	68,963 +367	+0.5%	+$16.5K	2.27%	11
2025 Q2	$2.92M	Buy	68,596 +4,118	+6%	+$166K	2.28%	11
2025 Q1	$2.63M	Sell	64,478 -1,427	-2%	-$62.9K	2.37%	12
2024 Q4	$2.92M	Buy	+65,905	New	+$3.07M	2.81%	8

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

Disciplined Investors's SPSM Position: Q2 2026 in Review

Disciplined Investors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.2% in Q2 2026, buying an estimated $161K and bringing the position to 74,134 shares worth $4.28M. The position accounts for 2.14% of the portfolio, ranked #11.

Disciplined Investors first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Disciplined Investors held 74,134 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.28M as of Q2 2026.
Disciplined Investors bought 3,007 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $161K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.14% of Disciplined Investors's portfolio in Q2 2026, its #11 holding.
Disciplined Investors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
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 Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.