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

Legacy Edge 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	$16.6M	Buy	314,062 +8,608	+3%	+$484K	1.47%	20
2026 Q2	$17.6M	Buy	305,454 +2,454	+0.8%	+$131K	1.62%	20
2026 Q1	$14.6M	Sell	303,000 -147,872	-33%	-$7.32M	1.54%	19
2025 Q4	$21.1M	Buy	450,872 +21,079	+5%	+$983K	2.31%	11
2025 Q3	$19.9M	Buy	429,793 +37,853	+10%	+$1.7M	2.35%	12
2025 Q2	$16.7M	Buy	391,940 +76,039	+24%	+$3.07M	2.23%	14
2025 Q1	$12.9M	Buy	315,901 +9,125	+3%	+$402K	2.01%	17
2024 Q4	$13.8M	Sell	306,776 -847	-0.3%	-$39.4K	2.19%	18
2024 Q3	$14M	Buy	307,623 +45,548	+17%	+$2M	2.24%	17
2024 Q2	$10.9M	Buy	262,075 +66,985	+34%	+$2.79M	2.01%	18
2024 Q1	$8.4M	Buy	+195,090	New	+$8.06M	1.75%	19

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Legacy Edge Advisors's SPSM Position: Q3 2026 in Review

Legacy Edge Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.8% in Q3 2026, buying an estimated $484K and bringing the position to 314,062 shares worth $16.6M. The position accounts for 1.47% of the portfolio, ranked #20.

Legacy Edge Advisors first reported a position in SPSM in Q1 2024 and has held it in 11 quarters since. The position peaked at $21.1M in Q4 2025. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Legacy Edge Advisors held 314,062 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.6M as of Q3 2026.
Legacy Edge Advisors bought 8,608 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $484K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.47% of Legacy Edge Advisors's portfolio in Q3 2026, its #20 holding.
Legacy Edge Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 11 quarters since.
Legacy Edge Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $21.1M in Q4 2025.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.