Milestone Asset Management Group
SPSM icon

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
Q3 		$260K Sell
4,924
-182
-4% -$10.2K 0.12% 118
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 +$258K 0.17% 96

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Milestone Asset Management Group's SPSM Position: Q3 2026 in Review

Milestone Asset Management Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.6% in Q3 2026, selling an estimated $10.2K and leaving 4,924 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #118.

Milestone Asset Management Group first reported a position in SPSM in Q3 2025 and has held it in 5 quarters since. The position peaked at $294K in Q2 2026. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Milestone Asset Management Group held 4,924 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $260K as of Q3 2026.
  • Milestone Asset Management Group sold 182 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $10.2K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Milestone Asset Management Group's portfolio in Q3 2026, its #118 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 5 quarters since.
  • Milestone Asset Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $294K in Q2 2026.
  • 931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.