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

NewEdge Wealth’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	$608K	Sell	10,536 -858	-8%	-$45.8K	0.01%	802
2026 Q1	$551K	Buy	11,394 +6,420	+129%	+$318K	0.01%	786
2025 Q4	$233K	Buy	+4,974	New	+$232K	﹤0.01%	1111
2025 Q2	–	Sell	-16,002	Closed	-$652K	–	1031
2025 Q1	$652K	Sell	16,002 -15,881	-50%	-$700K	0.01%	566
2024 Q4	$1.43M	Buy	31,883 +7,098	+29%	+$330K	0.02%	422
2024 Q3	$1.13M	Buy	+24,785	New	+$1.09M	0.02%	451

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Wealth's SPSM Position: Q2 2026 in Review

NewEdge Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.5% in Q2 2026, selling an estimated $45.8K and leaving 10,536 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #802.

NewEdge Wealth first reported a position in SPSM in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.43M in Q4 2024. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

NewEdge Wealth held 10,536 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $608K as of Q2 2026.
NewEdge Wealth sold 858 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $45.8K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #802 holding.
NewEdge Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 6 quarters since.
NewEdge Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.43M in Q4 2024.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.