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

McDonald 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	$59.5K	Buy	+1,031	New	+$55K	0.01%	318
2022 Q3	–	Sell	-5,906	Closed	-$213K	–	272
2022 Q2	$213K	Sell	5,906 -173	-3%	-$6.71K	0.05%	275
2022 Q1	$256K	Buy	6,079 +5,030	+480%	+$212K	0.06%	272
2021 Q4	$46.9K	Sell	1,049 -8,137	-89%	-$362K	0.04%	111
2021 Q3	$391K	Sell	9,186 -1,516	-14%	-$65K	0.09%	217
2021 Q2	$470K	Buy	10,702 +906	+9%	+$39.4K	0.11%	194
2021 Q1	$414K	Buy	9,796 +22	+0.2%	+$896	0.11%	194
2020 Q4	$350K	Buy	+9,774	New	+$313K	0.1%	205

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

McDonald Partners's SPSM Position: Q2 2026 in Review

McDonald Partners opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 1,031 shares worth $59.5K. The stake represents 0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: McDonald Partners previously reported a position in SPSM as recently as Q2 2022.

McDonald Partners first reported a position in SPSM in Q4 2020 and has held it in 8 quarters since. The position peaked at $470K in Q2 2021. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

McDonald Partners held 1,031 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $59.5K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new McDonald Partners position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #318 holding.
McDonald Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $470K in Q2 2021.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.