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

Lebenthal Global 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
Q2 		– Sell
-39,386
Closed -$1.9M – 217
2026
Q1 		$1.9M Buy
39,386
+817
+2% +$40.4K 0.28% 62
2025
Q4 		$1.81M Buy
38,569
+1,216
+3% +$56.7K 0.28% 60
2025
Q3 		$1.73M Buy
37,353
+651
+2% +$29.2K 0.3% 57
2025
Q2 		$1.56M Buy
36,702
+298
+0.8% +$12K 0.29% 56
2025
Q1 		$1.48M Buy
36,404
+1,899
+6% +$83.7K 0.28% 45
2024
Q4 		$1.55M Buy
34,505
+499
+1% +$23.2K 0.28% 57
2024
Q3 		$1.55M Buy
34,006
+993
+3% +$43.6K 0.31% 43
2024
Q2 		$1.37M Sell
33,013
-106
-0.3% -$4.42K 0.3% 41
2024
Q1 		$1.43M Buy
+33,119
New +$1.37M 0.32% 38

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lebenthal Global Advisors's SPSM Position: Q2 2026 in Review

Lebenthal Global Advisors sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 39,386 shares — an estimated $1.9M sold.

Lebenthal Global Advisors first reported a position in SPSM in Q1 2024 and held it in 9 quarters. The position peaked at $1.9M in Q1 2026. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Lebenthal Global Advisors reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Lebenthal Global Advisors sold 39,386 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.9M.
  • Lebenthal Global Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 9 quarters.
  • Lebenthal Global Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.9M in Q1 2026.
  • 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 Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.