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

Murphy & Mullick 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	-50	Closed	-$2.34K	–	774
2025 Q4	$2.34K	Hold	50	–	–	﹤0.01%	600
2025 Q3	$2.29K	Hold	50	–	–	﹤0.01%	589
2025 Q2	$2.13K	Hold	50	–	–	﹤0.01%	581
2025 Q1	$2.04K	Hold	50	–	–	﹤0.01%	568
2024 Q4	$2.25K	Buy	+50	New	+$2.33K	﹤0.01%	554

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

Murphy & Mullick Capital Management's SPSM Position: Q1 2026 in Review

Murphy & Mullick Capital Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 50 shares — an estimated $2.34K sold.

Murphy & Mullick Capital Management first reported a position in SPSM in Q4 2024 and held it in 5 quarters. The position peaked at $2.34K in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Murphy & Mullick 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.
Murphy & Mullick Capital Management sold 50 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $2.34K.
Murphy & Mullick Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 5 quarters.
Murphy & Mullick Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.34K in Q4 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.