Joseph Group Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Joseph Group Capital Management’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	$153K	Sell	2,649 -23	-0.9%	-$1.23K	0.03%	80
2026 Q1	$129K	Sell	2,672 -45	-2%	-$2.23K	0.03%	75
2025 Q4	$127K	Buy	2,717 +18	+0.7%	+$839	0.03%	69
2025 Q3	$125K	Buy	2,699 +2,472	+1,089%	+$111K	0.04%	65
2025 Q2	$9.67K	Buy	+227	New	+$9.15K	﹤0.01%	96

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 22.9% 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

Joseph Group Capital Management's SPSM Position: Q2 2026 in Review

Joseph Group Capital Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.86% in Q2 2026, selling an estimated $1.23K and leaving 2,649 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #80.

Joseph Group Capital Management first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Joseph Group Capital Management held 2,649 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $153K as of Q2 2026.
Joseph Group Capital Management sold 23 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.23K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Joseph Group Capital Management's portfolio in Q2 2026, its #80 holding.
Joseph Group Capital Management 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.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.