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	$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 $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 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 0.81% in Q2 2026, buying an estimated $131K and bringing the position to 305,454 shares worth $17.6M. The position accounts for 1.62% of the portfolio, ranked #20.

Legacy Edge Advisors first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.1M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Legacy Edge Advisors held 305,454 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $17.6M as of Q2 2026.
Legacy Edge Advisors bought 2,454 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $131K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.62% of Legacy Edge Advisors's portfolio in Q2 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 10 quarters since.
Legacy Edge Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $21.1M in Q4 2025.
1,056 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.