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

Legacy Wealth Management (Mississippi)’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	-16,132	Closed	-$756K	–	113
2025 Q4	$756K	Buy	16,132 +2,930	+22%	+$137K	0.2%	53
2025 Q3	$612K	Sell	13,202 -6,978	-35%	-$313K	0.18%	58
2025 Q2	$860K	Buy	+20,180	New	+$814K	0.26%	50

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 16,132 shares — an estimated $756K sold.

Legacy Wealth Management (Mississippi) first reported a position in SPSM in Q2 2025 and held it in 3 quarters. The position peaked at $860K in Q2 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Legacy Wealth Management (Mississippi) 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 (Mississippi) sold 16,132 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $756K.
Legacy Wealth Management (Mississippi) 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 (Mississippi)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $860K 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 (Mississippi)'s 13F filing for Q1 2026, filed 10 Apr 2026.