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Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		– Sell
-15
Closed -$703 – 1060
2025
Q4 		$703 Sell
15
-27
-64% -$1.26K ﹤0.01% 790
2025
Q3 		$1.95K Sell
42
-92
-69% -$4.13K ﹤0.01% 545
2025
Q2 		$5.7K Buy
+134
New +$5.4K ﹤0.01% 382

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SPSM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 15 shares — an estimated $703 sold.

Legacy Wealth Management (Idaho) first reported a position in SPSM in Q2 2025 and held it in 3 quarters. The position peaked at $5.7K in Q2 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 15 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $703.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.7K in Q2 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.