MGO One Seven’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

MGO One Seven’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	$4.22M	Sell	73,118 -165,190	-69%	-$8.82M	0.07%	310
2026 Q1	$11.5M	Buy	238,308 +735	+0.3%	+$36.4K	0.23%	95
2025 Q4	$11.1M	Buy	237,573 +15,611	+7%	+$728K	0.23%	90
2025 Q3	$10.3M	Buy	221,962 +11,842	+6%	+$531K	0.24%	90
2025 Q2	$8.95M	Buy	210,120 +88	+0%	+$3.55K	0.29%	78
2025 Q1	$8.56M	Buy	210,032 +27,642	+15%	+$1.22M	0.33%	69
2024 Q4	$8.19M	Buy	182,390 +23,054	+14%	+$1.07M	0.31%	67
2024 Q3	$7.25M	Buy	159,336 +2,052	+1%	+$90.2K	0.31%	72
2024 Q2	$6.53M	Buy	157,284 +150,658	+2,274%	+$6.28M	0.31%	71
2024 Q1	$285K	Buy	+6,626	New	+$274K	0.01%	742
2022 Q2	–	Sell	-5,134	Closed	-$216K	–	713
2022 Q1	$216K	Hold	5,134	–	–	0.02%	595
2021 Q4	$229K	Buy	+5,134	New	+$228K	0.02%	579
2021 Q3	–	Sell	-17,874	Closed	-$785K	–	640
2021 Q2	$785K	Buy	17,874 +2,736	+18%	+$119K	0.11%	231
2021 Q1	$639K	Buy	15,138 +6,516	+76%	+$266K	0.11%	236
2020 Q4	$309K	Buy	+8,622	New	+$276K	0.06%	359
2019 Q1	–	Sell	-50	Closed	-$1K	–	1470
2018 Q4	$1K	Buy	+50	New	+$1.48K	﹤0.01%	1724

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

MGO One Seven's SPSM Position: Q2 2026 in Review

MGO One Seven reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 69% in Q2 2026, selling an estimated $8.82M and leaving 73,118 shares worth $4.22M. The position accounts for 0.07% of the portfolio, ranked #310.

MGO One Seven first reported a position in SPSM in Q4 2018 and has held it in 16 quarters since. The position peaked at $11.5M in Q1 2026. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

MGO One Seven held 73,118 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.22M as of Q2 2026.
MGO One Seven sold 165,190 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.82M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of MGO One Seven's portfolio in Q2 2026, its #310 holding.
MGO One Seven first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 16 quarters since.
MGO One Seven's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.5M in Q1 2026.
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 MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.