Fortitude Family Office’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Fortitude Family Office’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	$2.28M	Sell	39,608 -5,048	-11%	-$270K	0.44%	45
2026 Q1	$2.16M	Sell	44,656 -719	-2%	-$35.6K	0.48%	46
2025 Q4	$2.13M	Sell	45,375 -1,921	-4%	-$89.6K	0.49%	46
2025 Q3	$2.19M	Sell	47,296 -2,962	-6%	-$133K	0.59%	38
2025 Q2	$2.14M	Buy	+50,258	New	+$2.03M	0.7%	34

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

Fortitude Family Office's SPSM Position: Q2 2026 in Review

Fortitude Family Office reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q2 2026, selling an estimated $270K and leaving 39,608 shares worth $2.28M. The position accounts for 0.44% of the portfolio, ranked #45.

Fortitude Family Office first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Fortitude Family Office held 39,608 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.28M as of Q2 2026.
Fortitude Family Office sold 5,048 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $270K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.44% of Fortitude Family Office's portfolio in Q2 2026, its #45 holding.
Fortitude Family Office first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.