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

Fiduciary Group’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	$6.91M	Buy	119,894 +2,796	+2%	+$149K	0.54%	49
2026 Q1	$5.66M	Buy	117,098 +7,977	+7%	+$395K	0.48%	53
2025 Q4	$5.11M	Buy	109,121 +11,574	+12%	+$540K	0.43%	62
2025 Q3	$4.52M	Buy	97,547 +17,048	+21%	+$764K	0.4%	63
2025 Q2	$3.43M	Buy	80,499 +27,325	+51%	+$1.1M	0.32%	80
2025 Q1	$2.17M	Buy	53,174 +15,816	+42%	+$697K	0.22%	98
2024 Q4	$1.68M	Buy	37,358 +15,659	+72%	+$728K	0.17%	112
2024 Q3	$988K	Buy	21,699 +707	+3%	+$31.1K	0.1%	147
2024 Q2	$872K	Sell	20,992 -703	-3%	-$29.3K	0.09%	154
2024 Q1	$934K	Buy	21,695 +510	+2%	+$21.1K	0.1%	143
2023 Q4	$894K	Buy	21,185 +14,935	+239%	+$563K	0.1%	135
2023 Q3	$231K	Buy	+6,250	New	+$243K	0.03%	226

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

Fiduciary Group's SPSM Position: Q2 2026 in Review

Fiduciary Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.4% in Q2 2026, buying an estimated $149K and bringing the position to 119,894 shares worth $6.91M. The position accounts for 0.54% of the portfolio, ranked #49.

Fiduciary Group first reported a position in SPSM in Q3 2023 and has held it in 12 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Fiduciary Group held 119,894 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.91M as of Q2 2026.
Fiduciary Group bought 2,796 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $149K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.54% of Fiduciary Group's portfolio in Q2 2026, its #49 holding.
Fiduciary Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and has held it in 12 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 Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.