Indie Asset Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Indie Asset Partners’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	$780K	Sell	13,528 -56	-0.4%	-$2.99K	0.75%	35
2026 Q1	$656K	Buy	13,584 +1	+0%	+$50	0.75%	34
2025 Q4	$637K	Sell	13,583 -222	-2%	-$10.4K	0.71%	38
2025 Q3	$639K	Sell	13,805 -32	-0.2%	-$1.44K	0.85%	32
2025 Q2	$589K	Sell	13,837 -151	-1%	-$6.09K	1.07%	27
2025 Q1	$570K	Sell	13,988 -324	-2%	-$14.3K	0.49%	35
2024 Q4	$643K	Sell	14,312 -305	-2%	-$14.2K	0.51%	34
2024 Q3	$665K	Sell	14,617 -67	-0.5%	-$2.94K	0.5%	34
2024 Q2	$610K	Sell	14,684 -14	-0.1%	-$583	0.49%	32
2024 Q1	$633K	Hold	14,698	–	–	0.56%	29
2023 Q4	$620K	Sell	14,698 -208	-1%	-$7.84K	0.56%	25
2023 Q3	$550K	Sell	14,906 -277	-2%	-$10.8K	0.55%	24
2023 Q2	$590K	Buy	+15,183	New	+$564K	0.64%	24

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

Indie Asset Partners's SPSM Position: Q2 2026 in Review

Indie Asset Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.41% in Q2 2026, selling an estimated $2.99K and leaving 13,528 shares worth $780K. The position accounts for 0.75% of the portfolio, ranked #35.

Indie Asset Partners first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Indie Asset Partners held 13,528 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $780K as of Q2 2026.
Indie Asset Partners sold 56 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.99K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.75% of Indie Asset Partners's portfolio in Q2 2026, its #35 holding.
Indie Asset Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 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 Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.