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

Diversified Enterprises’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	$356K	Sell	6,169 -22	-0.4%	-$1.18K	0.02%	304
2026 Q1	$299K	Hold	6,191	–	–	0.02%	322
2025 Q4	$290K	Hold	6,191	–	–	0.02%	304
2025 Q3	$287K	Hold	6,191	–	–	0.02%	251
2025 Q2	$264K	Sell	6,191 -768	-11%	-$31K	0.02%	250
2025 Q1	$284K	Buy	6,959 +45	+0.7%	+$1.98K	0.02%	239
2024 Q4	$311K	Buy	6,914 +1,695	+32%	+$78.8K	0.03%	179
2024 Q3	$238K	Buy	+5,219	New	+$229K	0.03%	205

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Diversified Enterprises's SPSM Position: Q2 2026 in Review

Diversified Enterprises reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.36% in Q2 2026, selling an estimated $1.18K and leaving 6,169 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #304.

Diversified Enterprises first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Diversified Enterprises held 6,169 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $356K as of Q2 2026.
Diversified Enterprises sold 22 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.18K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #304 holding.
Diversified Enterprises first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.