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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
Q3 		$1.64M Sell
31,012
-996
-3% -$56.1K 0.09% 132
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

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

Legacy Private Trust's SPSM Position: Q3 2026 in Review

Legacy Private Trust reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.1% in Q3 2026, selling an estimated $56.1K and leaving 31,012 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #132.

Legacy Private Trust first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.65M in Q3 2024. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Legacy Private Trust held 31,012 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.64M as of Q3 2026.
  • Legacy Private Trust sold 996 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $56.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Legacy Private Trust's portfolio in Q3 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 14 quarters since.
  • Legacy Private Trust's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.65M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.