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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
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
Q2 		– Sell
-8,171
Closed -$333K – 351
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Legacy Advisors's SPSM Position: Q2 2026 in Review

Legacy Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 9,475 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #176.

Legacy Advisors first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Legacy Advisors held 9,475 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $546K as of Q2 2026.
  • Legacy Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #176 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 10 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.