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 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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return