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MJP Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

MJP Associates’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 		$5.8M Buy
100,499
+3,331
+3% +$178K 0.63% 30
2026
Q1 		$4.7M Buy
97,168
+4,231
+5% +$209K 0.57% 29
2025
Q4 		$4.36M Buy
92,937
+13,991
+18% +$652K 0.54% 27
2025
Q3 		$3.66M Buy
78,946
+3,650
+5% +$164K 0.48% 27
2025
Q2 		$3.21M Sell
75,296
-28,580
-28% -$1.15M 0.48% 28
2025
Q1 		$4.23M Sell
103,876
-32,583
-24% -$1.44M 0.76% 23
2024
Q4 		$6.13M Buy
136,459
+4,294
+3% +$200K 1.1% 18
2024
Q3 		$6.01M Buy
132,165
+9,204
+7% +$404K 1.14% 17
2024
Q2 		$5.11M Buy
122,961
+5,988
+5% +$250K 1.06% 19
2024
Q1 		$5.03M Buy
116,973
+60,861
+108% +$2.52M 1.1% 19
2023
Q4 		$2.37M Sell
56,112
-22,409
-29% -$844K 0.63% 22
2023
Q3 		$2.9M Buy
78,521
+6,481
+9% +$252K 0.84% 15
2023
Q2 		$2.8M Sell
72,040
-78,583
-52% -$2.92M 0.92% 13
2023
Q1 		$5.69M Buy
150,623
+14,267
+10% +$557K 1.74% 10
2022
Q4 		$5.04M Buy
136,356
+5,924
+5% +$222K 1.47% 12
2022
Q3 		$4.44M Sell
130,432
-3,660
-3% -$139K 1.33% 12
2022
Q2 		$4.83M Sell
134,092
-21,758
-14% -$844K 1.35% 14
2022
Q1 		$6.56M Buy
155,850
+26,349
+20% +$1.11M 1.65% 16
2021
Q4 		$5.85M Buy
129,501
+18,720
+17% +$832K 1.74% 15
2021
Q3 		$4.72M Buy
110,781
+47,705
+76% +$2.04M 1.6% 15
2021
Q2 		$2.77M Buy
63,076
+1,351
+2% +$58.7K 0.93% 23
2021
Q1 		$2.61M Buy
61,725
+4,246
+7% +$173K 1.06% 21
2020
Q4 		$2.06M Buy
+57,479
New +$1.84M 0.87% 23

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

MJP Associates's SPSM Position: Q2 2026 in Review

MJP Associates increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.4% in Q2 2026, buying an estimated $178K and bringing the position to 100,499 shares worth $5.8M. The position accounts for 0.63% of the portfolio, ranked #30.

MJP Associates first reported a position in SPSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.56M in Q1 2022. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • MJP Associates held 100,499 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.8M as of Q2 2026.
  • MJP Associates bought 3,331 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $178K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.63% of MJP Associates's portfolio in Q2 2026, its #30 holding.
  • MJP Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • MJP Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6.56M in Q1 2022.
  • 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 MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.