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Lynch & Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Lynch & Associates’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 		$641K Hold
11,114
– – 0.11% 98
2026
Q1 		$537K Hold
11,114
– – 0.1% 99
2025
Q4 		$521K Hold
11,114
– – 0.1% 100
2025
Q3 		$515K Hold
11,114
– – 0.1% 99
2025
Q2 		$473K Hold
11,114
– – 0.1% 102
2025
Q1 		$453K Hold
11,114
– – 0.1% 96
2024
Q4 		$499K Hold
11,114
– – 0.11% 94
2024
Q3 		$506K Hold
11,114
– – 0.11% 95
2024
Q2 		$462K Hold
11,114
– – 0.1% 94
2024
Q1 		$478K Hold
11,114
– – 0.11% 88
2023
Q4 		$469K Sell
11,114
-213
-2% -$8.03K 0.11% 88
2023
Q3 		$418K Hold
11,327
– – 0.11% 89
2023
Q2 		$440K Buy
+11,327
New +$421K 0.11% 83

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BSWM
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

Lynch & Associates's SPSM Position: Q2 2026 in Review

Lynch & Associates held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 11,114 shares worth $641K. The position accounts for 0.11% of the portfolio, ranked #98.

Lynch & Associates first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 180 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Lynch & Associates held 11,114 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $641K as of Q2 2026.
  • Lynch & Associates left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Lynch & Associates's portfolio in Q2 2026, its #98 holding.
  • Lynch & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.