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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.51M Sell
43,506
-225
-0.5% -$12K 0.07% 206
2026
Q1
$2.26M Buy
43,731
+507
+1% +$25.1K 0.07% 208
2025
Q4
$2.16M Sell
43,224
-671
-2% -$31.3K 0.07% 205
2025
Q3
$2.03M Buy
+43,895
New +$1.97M 0.08% 192

Other funds holding SPSM

Krilogy Financial's SPSM Position: Q2 2026 in Review

Krilogy Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.51% in Q2 2026, selling an estimated $12K and leaving 43,506 shares worth $2.51M. The position accounts for 0.07% of the portfolio, ranked #206.

Krilogy Financial first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Krilogy Financial held 43,506 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.51M as of Q2 2026.
  • Krilogy Financial sold 225 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $12K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Krilogy Financial's portfolio in Q2 2026, its #206 holding.
  • Krilogy Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 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 Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.