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

Evermay Wealth 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	$15.5M	Buy	321,698 +15,498	+5%	+$767K	1.72%	12
2025 Q4	$14.3M	Buy	306,200 +11,062	+4%	+$516K	1.61%	11
2025 Q3	$13.7M	Buy	295,138 +14,924	+5%	+$669K	1.56%	11
2025 Q2	$11.9M	Buy	280,214 +19,761	+8%	+$797K	1.47%	13
2025 Q1	$10.6M	Buy	260,453 +13,141	+5%	+$579K	1.39%	14
2024 Q4	$11.1M	Buy	247,312 +45,492	+23%	+$2.12M	1.68%	12
2024 Q3	$9.18M	Buy	201,820 +54,472	+37%	+$2.39M	1.48%	11
2024 Q2	$6.12M	Buy	147,348 +35,021	+31%	+$1.46M	0.98%	17
2024 Q1	$4.83M	Sell	112,327 -9,069	-7%	-$375K	0.73%	22
2023 Q4	$5.12M	Buy	121,396 +49,357	+69%	+$1.86M	0.95%	18
2023 Q3	$2.66M	Buy	72,039 +12,844	+22%	+$500K	0.54%	22
2023 Q2	$2.3M	Buy	59,195 +6,023	+11%	+$224K	0.44%	29
2023 Q1	$2.01M	Buy	53,172 +13,691	+35%	+$535K	0.41%	30
2022 Q4	$1.46M	Buy	39,481 +13,061	+49%	+$489K	0.3%	39
2022 Q3	$900K	Buy	26,420 +6,663	+34%	+$252K	0.18%	60
2022 Q2	$711K	Buy	19,757 +15,596	+375%	+$605K	0.14%	70
2022 Q1	$175K	Buy	+4,161	New	+$175K	0.03%	204

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

Evermay Wealth Management's SPSM Position: Q1 2026 in Review

Evermay Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.1% in Q1 2026, buying an estimated $767K and bringing the position to 321,698 shares worth $15.5M. The position accounts for 1.72% of the portfolio, ranked #12.

Evermay Wealth Management first reported a position in SPSM in Q1 2022 and has held it in 17 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Evermay Wealth Management held 321,698 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $15.5M as of Q1 2026.
Evermay Wealth Management bought 15,498 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $767K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.72% of Evermay Wealth Management's portfolio in Q1 2026, its #12 holding.
Evermay Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 17 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.