MidAtlantic Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

MidAtlantic Capital Management’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 Q1	–	Sell	-5,512	Closed	-$258K	–	200
2025 Q4	$258K	Hold	5,512	–	–	0.17%	77
2025 Q3	$255K	Sell	5,512 -14,274	-72%	-$640K	0.17%	76
2025 Q2	$843K	Hold	19,786	–	–	0.6%	43
2025 Q1	$806K	Hold	19,786	–	–	0.63%	42
2024 Q4	$889K	Hold	19,786	–	–	0.65%	39
2024 Q3	$900K	Hold	19,786	–	–	0.66%	40
2024 Q2	$822K	Hold	19,786	–	–	0.69%	38
2024 Q1	$852K	Hold	19,786	–	–	0.75%	35
2023 Q4	$835K	Buy	+19,786	New	+$745K	0.81%	31

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MidAtlantic Capital Management's SPSM Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 5,512 shares — an estimated $258K sold.

MidAtlantic Capital Management first reported a position in SPSM in Q4 2023 and held it in 9 quarters. The position peaked at $900K in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

MidAtlantic Capital Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 5,512 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $258K.
MidAtlantic Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and held it in 9 quarters.
MidAtlantic Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $900K in Q3 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.