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

Lavaca Capital’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	$344K	Buy	5,972 +1,071	+22%	+$57.2K	0.03%	98
2026 Q1	$237K	Sell	4,901 -6	-0.1%	-$297	0.04%	96
2025 Q4	$230K	Buy	4,907 +3,487	+246%	+$163K	0.04%	92
2025 Q3	$65.8K	Sell	1,420 -2,879	-67%	-$129K	0.01%	147
2025 Q2	$183K	Buy	4,299 +1,476	+52%	+$59.5K	0.07%	104
2025 Q1	$115K	Sell	2,823 -587	-17%	-$25.9K	0.05%	121
2024 Q4	$153K	Buy	+3,410	New	+$159K	0.06%	124

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

Lavaca Capital's SPSM Position: Q2 2026 in Review

Lavaca Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 22% in Q2 2026, buying an estimated $57.2K and bringing the position to 5,972 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #98.

Lavaca Capital first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Lavaca Capital held 5,972 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $344K as of Q2 2026.
Lavaca Capital bought 1,071 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $57.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Lavaca Capital's portfolio in Q2 2026, its #98 holding.
Lavaca Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
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 Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.