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 Q3	$326K	Hold	6,169	–	–	0.02%	341
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Diversified Enterprises's SPSM Position: Q3 2026 in Review

Diversified Enterprises held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 6,169 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #341.

Diversified Enterprises first reported a position in SPSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $356K in Q2 2026. 453 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Diversified Enterprises held 6,169 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $326K as of Q3 2026.
Diversified Enterprises left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #341 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 9 quarters since.
Diversified Enterprises's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $356K in Q2 2026.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.