MFT
SPSM icon

Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Moisand Fitzgerald Tamayo’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 		$239K Sell
4,143
-73
-2% -$3.9K 0.02% 115
2026
Q1 		$204K Sell
4,216
-273
-6% -$13.5K 0.02% 117
2025
Q4 		$210K Sell
4,489
-107
-2% -$4.99K 0.02% 116
2025
Q3 		$213K Sell
4,596
-72
-2% -$3.23K 0.03% 116
2025
Q2 		$199K Sell
4,668
-144
-3% -$5.81K 0.03% 116
2025
Q1 		$196K Sell
4,812
-263
-5% -$11.6K 0.03% 115
2024
Q4 		$228K Sell
5,075
-394
-7% -$18.3K 0.03% 105
2024
Q3 		$249K Sell
5,469
-440
-7% -$19.3K 0.03% 100
2024
Q2 		$245K Sell
5,909
-557
-9% -$23.2K 0.04% 97
2024
Q1 		$278K Sell
6,466
-257
-4% -$10.6K 0.04% 92
2023
Q4 		$284K Sell
6,723
-1,472
-18% -$55.5K 0.05% 88
2023
Q3 		$302K Sell
8,195
-233
-3% -$9.07K 0.06% 83
2023
Q2 		$327K Sell
8,428
-1,786
-17% -$66.4K 0.07% 80
2023
Q1 		$386K Sell
10,214
-2,680
-21% -$105K 0.08% 77
2022
Q4 		$477K Sell
12,894
-6,494
-33% -$243K 0.11% 68
2022
Q3 		$660K Sell
19,388
-4,309
-18% -$163K 0.18% 56
2022
Q2 		$853K Buy
23,697
+6,698
+39% +$260K 0.23% 51
2022
Q1 		$715K Sell
16,999
-9,361
-36% -$394K 0.33% 44
2021
Q4 		$1.18M Sell
26,360
-5,300
-17% -$236K 0.33% 44
2021
Q3 		$1.35M Sell
31,660
-799
-2% -$34.2K 0.45% 39
2021
Q2 		$1.43M Sell
32,459
-100
-0.3% -$4.34K 0.52% 33
2021
Q1 		$1.38M Sell
32,559
-11,692
-26% -$476K 0.59% 31
2020
Q4 		$1.58M Sell
44,251
-5,065
-10% -$162K 0.71% 28
2020
Q3 		$1.35M Sell
49,316
-3,677
-7% -$103K 0.7% 27
2020
Q2 		$1.41M Sell
52,993
-1,782
-3% -$43.8K 0.78% 25
2020
Q1 		$1.2M Buy
54,775
+15,316
+39% +$444K 0.78% 26
2019
Q4 		$1.29M Buy
39,459
+778
+2% +$24.3K 0.66% 28
2019
Q3 		$1.16M Buy
38,681
+1,330
+4% +$40.1K 0.63% 28
2019
Q2 		$1.14M Sell
37,351
-1,153
-3% -$35.1K 0.62% 28
2019
Q1 		$1.16M Buy
38,504
+1,344
+4% +$39.9K 0.65% 28
2018
Q4 		$980K Buy
37,160
+14,613
+65% +$431K 0.61% 28
2018
Q3 		$749K Sell
22,547
-3,479
-13% -$116K 0.42% 37
2018
Q2 		$840K Buy
26,026
+655
+3% +$20.6K 0.49% 34
2018
Q1 		$759K Buy
+25,371
New +$772K 0.45% 37

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SPSM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.7% in Q2 2026, selling an estimated $3.9K and leaving 4,143 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #115.

Moisand Fitzgerald Tamayo first reported a position in SPSM in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.58M in Q4 2020. 342 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 4,143 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $239K as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 73 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #115 holding.
  • Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • Moisand Fitzgerald Tamayo's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.58M in Q4 2020.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.