McNamara Financial Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.92M | Sell |
33,296
-591
| -2% | -$31.6K | 0.33% | 30 |
|
|
2026
Q1 | $1.64M | Sell |
33,887
-883
| -3% | -$43.7K | 0.31% | 31 |
|
|
2025
Q4 | $1.63M | Sell |
34,770
-415,545
| -92% | -$19.4M | 0.31% | 31 |
|
|
2025
Q3 | $20.9M | Buy |
450,315
+3,851
| +0.9% | +$173K | 3.88% | 6 |
|
|
2025
Q2 | $19M | Buy |
446,464
+2,389
| +0.5% | +$96.3K | 3.77% | 7 |
|
|
2025
Q1 | $18.1M | Sell |
444,075
-717
| -0.2% | -$31.6K | 3.89% | 8 |
|
|
2024
Q4 | $20M | Sell |
444,792
-20,199
| -4% | -$940K | 4.7% | 5 |
|
|
2024
Q3 | $21.2M | Buy |
464,991
+853
| +0.2% | +$37.5K | 4.17% | 7 |
|
|
2024
Q2 | $19.3M | Buy |
464,138
+76,677
| +20% | +$3.2M | 4.08% | 7 |
|
|
2024
Q1 | $16.7M | Sell |
387,461
-1,136
| -0.3% | -$47K | 3.57% | 8 |
|
|
2023
Q4 | $16.4M | Sell |
388,597
-513
| -0.1% | -$19.3K | 3.67% | 8 |
|
|
2023
Q3 | $14.4M | Sell |
389,110
-1,665
| -0.4% | -$64.8K | 3.58% | 7 |
|
|
2023
Q2 | $15.3M | Buy |
390,775
+6,331
| +2% | +$235K | 3.68% | 7 |
|
|
2023
Q1 | $14.5M | Buy |
384,444
+910
| +0.2% | +$35.5K | 3.62% | 7 |
|
|
2022
Q4 | $14.2M | Buy |
383,534
+371
| +0.1% | +$13.9K | 3.76% | 7 |
|
|
2022
Q3 | $13.1M | Sell |
383,163
-542
| -0.1% | -$20.5K | 3.75% | 7 |
|
|
2022
Q2 | $13.8M | Buy |
383,705
+8,494
| +2% | +$330K | 3.91% | 7 |
|
|
2022
Q1 | $15.8M | Sell |
375,211
-3,352
| -0.9% | -$141K | 4.28% | 6 |
|
|
2021
Q4 | $16.9M | Sell |
378,563
-384
| -0.1% | -$17.1K | 4.42% | 6 |
|
|
2021
Q3 | $16.1M | Buy |
378,947
+6,418
| +2% | +$275K | 4.42% | 6 |
|
|
2021
Q2 | $16.4M | Sell |
372,529
-37,813
| -9% | -$1.64M | 4.52% | 6 |
|
|
2021
Q1 | $14.7M | Sell |
410,342
-32,858
| -7% | -$1.34M | 4.48% | 6 |
|
|
2020
Q4 | $12.1M | Hold |
443,200
| – | – | 4.11% | 6 |
|
|
2020
Q3 | $12.1M | Buy |
443,200
+220
| +0% | +$6.13K | 4.11% | 6 |
|
|
2020
Q2 | $11.8M | Buy |
442,980
+4,223
| +1% | +$104K | 4.21% | 7 |
|
|
2020
Q1 | $9.58M | Buy |
438,757
+58,083
| +15% | +$1.68M | 3.93% | 8 |
|
|
2019
Q4 | $12.4M | Buy |
380,674
+8,391
| +2% | +$262K | 4.61% | 6 |
|
|
2019
Q3 | $11.4M | Buy |
372,283
+7,029
| +2% | +$212K | 4.63% | 5 |
|
|
2019
Q2 | $11M | Buy |
365,254
+10,523
| +3% | +$320K | 4.61% | 5 |
|
|
2019
Q1 | $9.35M | Buy |
354,731
+4,661
| +1% | +$138K | 4.34% | 5 |
|
|
2018
Q4 | $11.6M | Sell |
350,070
-127
| -0% | -$3.75K | 4.91% | 5 |
|
|
2018
Q3 | $11.6M | Sell |
350,197
-1,173
| -0.3% | -$39.1K | 4.9% | 5 |
|
|
2018
Q2 | $11.3M | Sell |
351,370
-10,027
| -3% | -$316K | 4.99% | 5 |
|
|
2018
Q1 | $10.8M | Buy |
361,397
+5,832
| +2% | +$178K | 4.93% | 5 |
|
|
2017
Q4 | $10.7M | Buy |
+355,565
| New | +$10.5M | 4.94% | 5 |
|
Other funds holding SPSM
VA
CCWA
McNamara Financial Services's SPSM Position: Q2 2026 in Review
McNamara Financial Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.7% in Q2 2026, selling an estimated $31.6K and leaving 33,296 shares worth $1.92M. The position accounts for 0.33% of the portfolio, ranked #30.
McNamara Financial Services first reported a position in SPSM in Q4 2017 and has held it in 35 quarters since. The position peaked at $21.2M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- McNamara Financial Services held 33,296 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.92M as of Q2 2026.
- McNamara Financial Services sold 591 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $31.6K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.33% of McNamara Financial Services's portfolio in Q2 2026, its #30 holding.
- McNamara Financial Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 35 quarters since.
- McNamara Financial Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $21.2M in Q3 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 McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.