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

Legacy Private Trust’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 		$1.85M Sell
32,008
-2,624
-8% -$140K 0.1% 132
2026
Q1 		$1.67M Buy
34,632
+49
+0.1% +$2.43K 0.1% 131
2025
Q4 		$1.62M Buy
34,583
+22
+0.1% +$1.03K 0.1% 136
2025
Q3 		$1.6M Sell
34,561
-93
-0.3% -$4.17K 0.1% 133
2025
Q2 		$1.48M Sell
34,654
-27,134
-44% -$1.09M 0.1% 134
2025
Q1 		$2.52M Buy
61,788
+3,385
+6% +$149K 0.17% 94
2024
Q4 		$2.62M Buy
58,403
+155
+0.3% +$7.21K 0.17% 103
2024
Q3 		$2.65M Sell
58,248
-2,247
-4% -$98.7K 0.18% 101
2024
Q2 		$2.51M Buy
60,495
+3,041
+5% +$127K 0.18% 98
2024
Q1 		$2.47M Buy
57,454
+1,149
+2% +$47.5K 0.18% 103
2023
Q4 		$2.37M Sell
56,305
-4,221
-7% -$159K 0.19% 98
2023
Q3 		$2.23M Buy
60,526
+7,644
+14% +$298K 0.19% 97
2023
Q2 		$2.05M Buy
+52,882
New +$1.97M 0.17% 103

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Private Trust's SPSM Position: Q2 2026 in Review

Legacy Private Trust reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.6% in Q2 2026, selling an estimated $140K and leaving 32,008 shares worth $1.85M. The position accounts for 0.1% of the portfolio, ranked #132.

Legacy Private Trust first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.65M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Legacy Private Trust held 32,008 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.85M as of Q2 2026.
  • Legacy Private Trust sold 2,624 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $140K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Legacy Private Trust's portfolio in Q2 2026, its #132 holding.
  • Legacy Private Trust first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Legacy Private Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.65M in Q3 2024.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.