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

Latitude Advisors’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 Q3	$366K	Sell	6,929 -1,975	-22%	-$111K	0.11%	170
2026 Q2	$513K	Sell	8,904 -256	-3%	-$13.7K	0.2%	119
2026 Q1	$443K	Sell	9,160 -1,400	-13%	-$69.3K	0.2%	118
2025 Q4	$495K	Buy	10,560 +543	+5%	+$25.3K	0.22%	106
2025 Q3	$464K	Sell	10,017 -1,834	-15%	-$82.2K	0.21%	100
2025 Q2	$505K	Buy	11,851 +653	+6%	+$26.3K	0.25%	91
2025 Q1	$456K	Buy	11,198 +1,419	+15%	+$62.5K	0.27%	98
2024 Q4	$439K	Sell	9,779 -1,772	-15%	-$82.4K	0.25%	93
2024 Q3	$526K	Sell	11,551 -532	-4%	-$23.4K	0.3%	81
2024 Q2	$502K	Sell	12,083 -288	-2%	-$12K	0.31%	74
2024 Q1	$532K	Sell	12,371 -430	-3%	-$17.8K	0.33%	69
2023 Q4	$540K	Buy	12,801 +527	+4%	+$19.9K	0.38%	68
2023 Q3	$453K	Buy	12,274 +462	+4%	+$18K	0.32%	74
2023 Q2	$459K	Sell	11,812 -6	-0.1%	-$223	0.32%	73
2023 Q1	$446K	Sell	11,818 -216	-2%	-$8.43K	0.32%	81
2022 Q4	$445K	Buy	12,034 +940	+8%	+$35.2K	0.33%	73
2022 Q3	$378K	Sell	11,094 -734	-6%	-$27.8K	0.31%	81
2022 Q2	$426K	Sell	11,828 -23,451	-66%	-$910K	0.39%	68
2022 Q1	$1.48M	Buy	35,279 +11,690	+50%	+$492K	0.33%	66
2021 Q4	$1.05M	Buy	23,589 +6,119	+35%	+$272K	0.29%	65
2021 Q3	$744K	Buy	17,470 +7,086	+68%	+$304K	0.24%	85
2021 Q2	$456K	Buy	10,384 +85	+0.8%	+$3.69K	0.34%	65
2021 Q1	$435K	Sell	10,299 -1,128	-10%	-$46K	0.36%	63
2020 Q4	$409K	Buy	+11,427	New	+$366K	0.36%	65

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Latitude Advisors's SPSM Position: Q3 2026 in Review

Latitude Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 22% in Q3 2026, selling an estimated $111K and leaving 6,929 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #170.

Latitude Advisors first reported a position in SPSM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.48M in Q1 2022. 639 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Latitude Advisors held 6,929 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $366K as of Q3 2026.
Latitude Advisors sold 1,975 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $111K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Latitude Advisors's portfolio in Q3 2026, its #170 holding.
Latitude Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 24 quarters since.
Latitude Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.48M in Q1 2022.
639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.