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Milestone Asset Management Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Milestone Asset Management Group’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 		$294K Sell
5,106
-672
-12% -$35.9K 0.15% 109
2026
Q1 		$279K Buy
5,778
+2
+0% +$99 0.16% 105
2025
Q4 		$271K Buy
5,776
+11
+0.2% +$513 0.15% 103
2025
Q3 		$267K Buy
+5,765
New +$259K 0.17% 96

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Milestone Asset Management Group's SPSM Position: Q2 2026 in Review

Milestone Asset Management Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q2 2026, selling an estimated $35.9K and leaving 5,106 shares worth $294K. The position accounts for 0.15% of the portfolio, ranked #109.

Milestone Asset Management Group first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Milestone Asset Management Group held 5,106 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $294K as of Q2 2026.
  • Milestone Asset Management Group sold 672 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $35.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of Milestone Asset Management Group's portfolio in Q2 2026, its #109 holding.
  • Milestone Asset Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 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 Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.