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 Q3	$587K	Hold	11,114	–	–	0.08%	100
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%	-$8.02K	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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Lynch & Associates's SPSM Position: Q3 2026 in Review

Lynch & Associates held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 11,114 shares worth $587K. The position accounts for 0.08% of the portfolio, ranked #100.

Lynch & Associates first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $641K in Q2 2026. 252 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Lynch & Associates held 11,114 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $587K as of Q3 2026.
Lynch & Associates left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Lynch & Associates's portfolio in Q3 2026, its #100 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 14 quarters since.
Lynch & Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $641K in Q2 2026.
252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.