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

Jaffetilchin Investment 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 Q1	$2.83M	Buy	58,634 +201	+0.3%	+$9.95K	0.17%	99
2025 Q4	$2.74M	Buy	58,433 +287	+0.5%	+$13.4K	0.16%	96
2025 Q3	$2.69M	Buy	58,146 +226	+0.4%	+$10.1K	0.16%	98
2025 Q2	$2.47M	Sell	57,920 -271	-0.5%	-$10.9K	0.16%	99
2025 Q1	$2.37M	Buy	58,191 +213	+0.4%	+$9.38K	0.17%	100
2024 Q4	$2.6M	Buy	57,978 +875	+2%	+$40.7K	0.19%	86
2024 Q3	$2.6M	Buy	+57,103	New	+$2.51M	0.2%	79

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jaffetilchin Investment Partners's SPSM Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.34% in Q1 2026, buying an estimated $9.95K and bringing the position to 58,634 shares worth $2.83M. The position accounts for 0.17% of the portfolio, ranked #99.

Jaffetilchin Investment Partners first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Jaffetilchin Investment Partners held 58,634 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.83M as of Q1 2026.
Jaffetilchin Investment Partners bought 201 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $9.95K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #99 holding.
Jaffetilchin Investment Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.