Evergreen Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Evergreen Capital Management’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 Q1	$242K	Hold	5,016	–	–	0.01%	1275
2025 Q4	$235K	Hold	5,016	–	–	0.01%	1207
2025 Q3	$232K	Hold	5,016	–	–	0.01%	1142
2025 Q2	$214K	Buy	+5,016	New	+$202K	0.01%	1000
2025 Q1	–	Sell	-4,586	Closed	-$206K	–	1173
2024 Q4	$206K	Sell	4,586 -254	-5%	-$11.8K	0.01%	982
2024 Q3	$220K	Buy	+4,840	New	+$213K	0.01%	884
2023 Q4	–	Sell	-7,646	Closed	-$282K	–	897
2023 Q3	$282K	Buy	+7,646	New	+$298K	0.01%	579

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Capital Management's SPSM Position: Q1 2026 in Review

Evergreen Capital Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 5,016 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #1275.

Evergreen Capital Management first reported a position in SPSM in Q3 2023 and has held it in 7 quarters since. The position peaked at $282K in Q3 2023. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Evergreen Capital Management held 5,016 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $242K as of Q1 2026.
Evergreen Capital Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1275 holding.
Evergreen Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 7 quarters since.
Evergreen Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $282K in Q3 2023.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.