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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
Q2 		$16.7M Buy
391,940
+88,940
+29% +$4.75M 2.23% 14
2026
Q1 		$14.6M Sell
303,000
-147,872
-33% -$7.32M 1.54% 19
2025
Q4 		$21.1M Buy
+450,872
New +$21M 2.31% 11

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Legacy Edge Advisors's SPSM Position: Q2 2026 in Review

Legacy Edge Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 29% in Q2 2026, buying an estimated $4.75M and bringing the position to 391,940 shares worth $16.7M. The position accounts for 2.23% of the portfolio, ranked #14.

Legacy Edge Advisors first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.1M in Q4 2025. 775 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Legacy Edge Advisors held 391,940 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16.7M as of Q2 2026.
  • Legacy Edge Advisors bought 88,940 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.75M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.23% of Legacy Edge Advisors's portfolio in Q2 2026, its #14 holding.
  • Legacy Edge Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $21.1M in Q4 2025.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.