MSA
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Marathon Strategic Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Marathon Strategic Advisors’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 		$3.24M Sell
56,146
-109
-0.2% -$5.82K 1.83% 14
2026
Q1 		$2.72M Buy
56,255
+1,741
+3% +$86.2K 1.95% 14
2025
Q4 		$2.55M Buy
54,514
+4,124
+8% +$192K 1.95% 14
2025
Q3 		$2.33M Buy
50,390
+4,962
+11% +$222K 1.87% 14
2025
Q2 		$1.94M Buy
45,428
+6,151
+16% +$248K 1.8% 15
2025
Q1 		$1.6M Buy
39,277
+1,643
+4% +$72.4K 1.72% 15
2024
Q4 		$1.69M Buy
37,634
+1,557
+4% +$72.4K 1.83% 15
2024
Q3 		$1.64M Buy
36,077
+5,195
+17% +$228K 1.74% 15
2024
Q2 		$1.28M Buy
30,882
+1,748
+6% +$72.8K 1.5% 18
2024
Q1 		$1.25M Buy
29,134
+1,486
+5% +$61.4K 1.53% 15
2023
Q4 		$1.17M Buy
+27,648
New +$1.04M 1.58% 18

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Marathon Strategic Advisors's SPSM Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.19% in Q2 2026, selling an estimated $5.82K and leaving 56,146 shares worth $3.24M. The position accounts for 1.83% of the portfolio, ranked #14.

Marathon Strategic Advisors first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 336 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Marathon Strategic Advisors held 56,146 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.24M as of Q2 2026.
  • Marathon Strategic Advisors sold 109 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.82K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.83% of Marathon Strategic Advisors's portfolio in Q2 2026, its #14 holding.
  • Marathon Strategic Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 336 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.