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 Q2	$321K	Buy	5,570 +554	+11%	+$29.6K	0.01%	1174
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 $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Capital Management's SPSM Position: Q2 2026 in Review

Evergreen Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q2 2026, buying an estimated $29.6K and bringing the position to 5,570 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1174.

Evergreen Capital Management first reported a position in SPSM in Q3 2023 and has held it in 8 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Evergreen Capital Management held 5,570 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $321K as of Q2 2026.
Evergreen Capital Management bought 554 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $29.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1174 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 8 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.