Landmark Wealth Management (Illinois)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Landmark Wealth Management (Illinois)’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	$6.16M	Buy	106,788 +2,418	+2%	+$129K	2.04%	11
2026 Q1	$5.04M	Sell	104,370 -22,540	-18%	-$1.12M	1.9%	12
2025 Q4	$5.95M	Sell	126,910 -27,565	-18%	-$1.29M	2.25%	11
2025 Q3	$7.16M	Buy	154,475 +72,131	+88%	+$3.23M	2.79%	10
2025 Q2	$3.51M	Buy	82,344 +36,545	+80%	+$1.47M	1.5%	11
2025 Q1	$1.87M	Sell	45,799 -38,271	-46%	-$1.69M	0.89%	22
2024 Q4	$3.78M	Buy	84,070 +3,855	+5%	+$179K	1.84%	18
2024 Q3	$3.65M	Sell	80,215 -6,095	-7%	-$268K	1.82%	16
2024 Q2	$3.58M	Buy	+86,310	New	+$3.6M	1.97%	17

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

Landmark Wealth Management (Illinois)'s SPSM Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.3% in Q2 2026, buying an estimated $129K and bringing the position to 106,788 shares worth $6.16M. The position accounts for 2.04% of the portfolio, ranked #11.

Landmark Wealth Management (Illinois) first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.16M in Q3 2025. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Landmark Wealth Management (Illinois) held 106,788 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.16M as of Q2 2026.
Landmark Wealth Management (Illinois) bought 2,418 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $129K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.04% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #11 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
Landmark Wealth Management (Illinois)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.16M in Q3 2025.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.