Orin Green Financial’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Orin Green Financial’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	$1.36M	Sell	23,502 -1,509	-6%	-$80.6K	0.5%	31
2026 Q1	$1.21M	Sell	25,011 -477	-2%	-$23.6K	0.5%	33
2025 Q4	$1.19M	Sell	25,488 -479	-2%	-$22.3K	0.48%	31
2025 Q3	$1.2M	Sell	25,967 -938	-3%	-$42.1K	0.48%	35
2025 Q2	$1.15M	Sell	26,905 -421	-2%	-$17K	0.49%	34
2025 Q1	$1.01M	Buy	+27,326	New	+$1.2M	0.47%	32
2024 Q4	–	Sell	-28,934	Closed	-$1.35M	–	31
2024 Q3	$1.32M	Sell	28,934 -2,047	-7%	-$89.9K	0.57%	30
2024 Q2	$1.29M	Buy	+30,981	New	+$1.29M	0.59%	28
2024 Q1	–	Sell	-32,449	Closed	-$1.34M	–	28
2023 Q4	$1.37M	Sell	32,449 -478	-1%	-$18K	0.68%	28
2023 Q3	$1.22M	Sell	32,927 -3,161	-9%	-$123K	0.67%	29
2023 Q2	$1.4M	Buy	36,088 +14,695	+69%	+$546K	0.73%	26
2023 Q1	$808K	Sell	21,393 -579	-3%	-$22.6K	0.44%	36
2022 Q4	$812K	Buy	21,972 +701	+3%	+$26.3K	0.48%	34
2022 Q3	$721K	Buy	21,271 +185	+0.9%	+$7K	0.47%	35
2022 Q2	$761K	Buy	21,086 +342	+2%	+$13.3K	0.48%	36
2022 Q1	$873K	Buy	20,744 +262	+1%	+$11K	0.57%	32
2021 Q4	$853K	Sell	20,482 -1,327	-6%	-$59K	0.62%	31
2021 Q3	$929K	Sell	21,809 -591	-3%	-$25.3K	0.65%	30
2021 Q2	$984K	Sell	22,400 -879	-4%	-$38.2K	0.7%	28
2021 Q1	$984K	Sell	23,279 -10,101	-30%	-$412K	0.8%	25
2020 Q4	$1.2M	Buy	+33,380	New	+$1.07M	0.95%	25

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

Orin Green Financial's SPSM Position: Q2 2026 in Review

Orin Green Financial reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6% in Q2 2026, selling an estimated $80.6K and leaving 23,502 shares worth $1.36M. The position accounts for 0.5% of the portfolio, ranked #31.

Orin Green Financial first reported a position in SPSM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.4M in Q2 2023. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Orin Green Financial held 23,502 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.36M as of Q2 2026.
Orin Green Financial sold 1,509 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $80.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.5% of Orin Green Financial's portfolio in Q2 2026, its #31 holding.
Orin Green Financial first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 21 quarters since.
Orin Green Financial's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.4M in Q2 2023.
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 Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.