EA
SPSM icon

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

Eclectic Associates’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 		$344K Sell
5,963
-125
-2% -$6.67K 0.04% 119
2026
Q1 		$294K Buy
6,088
+1,331
+28% +$65.9K 0.04% 124
2025
Q4 		$223K Buy
+4,757
New +$222K 0.03% 135

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eclectic Associates's SPSM Position: Q2 2026 in Review

Eclectic Associates reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.1% in Q2 2026, selling an estimated $6.67K and leaving 5,963 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #119.

Eclectic Associates first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Eclectic Associates held 5,963 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $344K as of Q2 2026.
  • Eclectic Associates sold 125 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.67K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Eclectic Associates's portfolio in Q2 2026, its #119 holding.
  • Eclectic Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.