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

Greenspring Advisors’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 Q3	–	Sell	-8,009	Closed	-$462K	–	390
2026 Q2	$462K	Hold	8,009	–	–	0.03%	212
2026 Q1	$387K	Buy	+8,009	New	+$396K	0.02%	200

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Greenspring Advisors's SPSM Position: Q3 2026 in Review

Greenspring Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026, closing a stake of 8,009 shares — an estimated $462K sold.

Greenspring Advisors first reported a position in SPSM in Q1 2026 and held it in 2 quarters. The position peaked at $462K in Q2 2026. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Greenspring Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2026 after selling out during the quarter.
Greenspring Advisors sold 8,009 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $462K.
Greenspring Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and held it in 2 quarters.
Greenspring Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $462K in Q2 2026.
931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Greenspring Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.