Eclectic Associates
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
Q3 		$302K Sell
5,719
-244
-4% -$13.7K 0.03% 126
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

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PIMG
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Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KWB Wealth
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Diversify Advisory Services
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Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Eclectic Associates's SPSM Position: Q3 2026 in Review

Eclectic Associates reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.1% in Q3 2026, selling an estimated $13.7K and leaving 5,719 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #126.

Eclectic Associates first reported a position in SPSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $344K in Q2 2026. 235 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Eclectic Associates held 5,719 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $302K as of Q3 2026.
  • Eclectic Associates sold 244 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $13.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Eclectic Associates's portfolio in Q3 2026, its #126 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 4 quarters since.
  • Eclectic Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $344K in Q2 2026.
  • 235 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.