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

Interchange Capital 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	–	Sell	-9,420	Closed	-$384K	–	478
2026 Q1	$384K	Buy	+9,420	New	+$466K	0.12%	174
2025 Q2	–	Sell	-9,796	Closed	-$399K	–	315
2025 Q1	$399K	Sell	9,796 -4,852	-33%	-$214K	0.11%	162
2024 Q4	$658K	Sell	14,648 -744	-5%	-$34.6K	0.24%	109
2024 Q3	$701K	Sell	15,392 -152	-1%	-$6.68K	0.25%	105
2024 Q2	$646K	Buy	15,544 +330	+2%	+$13.8K	0.24%	111
2024 Q1	$669K	Buy	15,214 +1,022	+7%	+$42.2K	0.45%	58
2023 Q4	$599K	Buy	14,192 +5,273	+59%	+$199K	0.45%	61
2023 Q3	$502K	Buy	+8,919	New	+$347K	0.4%	63

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

Interchange Capital Partners's SPSM Position: Q2 2026 in Review

Interchange Capital Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 9,420 shares — an estimated $384K sold.

Interchange Capital Partners first reported a position in SPSM in Q3 2023 and held it in 8 quarters. The position peaked at $701K in Q3 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Interchange Capital Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Interchange Capital Partners sold 9,420 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $384K.
Interchange Capital Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2023 and held it in 8 quarters.
Interchange Capital Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $701K in Q3 2024.
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 Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.