Liberty Square Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Liberty Square Wealth Partners’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	$1.28M	Sell	22,272 -2,475	-10%	-$132K	0.31%	42
2026 Q1	$1.2M	Sell	24,747 -2,877	-10%	-$142K	0.33%	37
2025 Q4	$1.29M	Sell	27,624 -15,554	-36%	-$725K	0.37%	34
2025 Q3	$2M	Sell	43,178 -17,330	-29%	-$777K	0.62%	27
2025 Q2	$2.58M	Sell	60,508 -5,248	-8%	-$212K	0.89%	19
2025 Q1	$2.68M	Sell	65,756 -4,014	-6%	-$177K	1.02%	17
2024 Q4	$3.19M	Buy	+69,770	New	+$3.25M	1.16%	14

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Liberty Square Wealth Partners's SPSM Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q2 2026, selling an estimated $132K and leaving 22,272 shares worth $1.28M. The position accounts for 0.31% of the portfolio, ranked #42.

Liberty Square Wealth Partners first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Liberty Square Wealth Partners held 22,272 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.28M as of Q2 2026.
Liberty Square Wealth Partners sold 2,475 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $132K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.31% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #42 holding.
Liberty Square Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.19M in Q4 2024.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.