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

Legacy Solutions LLC’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	$4.05M	Buy	76,690 +1,955	+3%	+$110K	3.1%	8
2026 Q2	$4.31M	Buy	74,735 +176	+0.2%	+$9.4K	3.49%	7
2026 Q1	$3.6M	Sell	74,559 -5,012	-6%	-$248K	3.34%	8
2025 Q4	$3.73M	Buy	79,571 +2,934	+4%	+$137K	3.28%	8
2025 Q3	$3.55M	Buy	76,637 +497	+0.7%	+$22.3K	3.19%	8
2025 Q2	$3.24M	Buy	76,140 +2,902	+4%	+$117K	3.11%	8
2025 Q1	$2.99M	Buy	73,238 +2,520	+4%	+$111K	3.29%	8
2024 Q4	$3.18M	Buy	+70,718	New	+$3.29M	3.46%	8

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Legacy Solutions LLC's SPSM Position: Q3 2026 in Review

Legacy Solutions LLC increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.6% in Q3 2026, buying an estimated $110K and bringing the position to 76,690 shares worth $4.05M. The position accounts for 3.1% of the portfolio, ranked #8.

Legacy Solutions LLC first reported a position in SPSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.31M in Q2 2026. 121 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Legacy Solutions LLC held 76,690 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.05M as of Q3 2026.
Legacy Solutions LLC bought 1,955 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $110K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.1% of Legacy Solutions LLC's portfolio in Q3 2026, its #8 holding.
Legacy Solutions LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
Legacy Solutions LLC's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $4.31M in Q2 2026.
121 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.