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

Norden 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
Q2 		$1.09M Buy
18,911
+544
+3% +$29K 0.09% 201
2026
Q1 		$887K Buy
18,367
+122
+0.7% +$6.04K 0.09% 206
2025
Q4 		$855K Sell
18,245
-591
-3% -$27.6K 0.08% 224
2025
Q3 		$873K Buy
18,836
+2,744
+17% +$123K 0.09% 219
2025
Q2 		$686K Buy
16,092
+3,103
+24% +$125K 0.07% 267
2025
Q1 		$529K Buy
12,989
+562
+5% +$24.8K 0.06% 301
2024
Q4 		$558K Buy
12,427
+4,110
+49% +$191K 0.06% 310
2024
Q3 		$379K Sell
8,317
-292
-3% -$12.8K 0.04% 358
2024
Q2 		$358K Buy
8,609
+3,804
+79% +$159K 0.07% 274
2024
Q1 		$207K Buy
+4,805
New +$199K 0.04% 384

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

Norden Group's SPSM Position: Q2 2026 in Review

Norden Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q2 2026, buying an estimated $29K and bringing the position to 18,911 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #201.

Norden Group first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Norden Group held 18,911 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.09M as of Q2 2026.
  • Norden Group bought 544 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $29K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Norden Group's portfolio in Q2 2026, its #201 holding.
  • Norden Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.