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

Legacy 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	$481K	Sell	9,105 -370	-4%	-$20.8K	0.05%	188
2026 Q2	$546K	Hold	9,475	–	–	0.05%	176
2026 Q1	$458K	Hold	9,475	–	–	0.05%	169
2025 Q4	$444K	Hold	9,475	–	–	0.05%	176
2025 Q3	$439K	Buy	+9,475	New	+$425K	0.05%	163
2025 Q1	$333K	Hold	8,171	–	–	0.03%	310
2024 Q4	$367K	Hold	8,171	–	–	0.04%	286
2024 Q3	$372K	Sell	8,171 -67	-0.8%	-$2.94K	0.04%	270
2024 Q2	$342K	Buy	8,238 +287	+4%	+$12K	0.04%	236
2024 Q1	$342K	Hold	7,951	–	–	0.04%	237
2023 Q4	$335K	Buy	+7,951	New	+$300K	0.04%	226

Other funds holding SPSM

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

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Legacy Advisors's SPSM Position: Q3 2026 in Review

Legacy Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.9% in Q3 2026, selling an estimated $20.8K and leaving 9,105 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #188.

Legacy Advisors first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $546K in Q2 2026. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Legacy Advisors held 9,105 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $481K as of Q3 2026.
Legacy Advisors sold 370 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $20.8K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Legacy Advisors's portfolio in Q3 2026, its #188 holding.
Legacy Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $546K in Q2 2026.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.