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

&Partners’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	$7.34M	Sell	127,312 -1,842	-1%	-$98.4K	0.03%	473
2026 Q1	$6.23M	Buy	129,154 +25,544	+25%	+$1.26M	0.03%	466
2025 Q4	$4.86M	Sell	103,610 -91	-0.1%	-$4.24K	0.03%	510
2025 Q3	$4.8M	Sell	103,701 -2,027	-2%	-$90.9K	0.03%	434
2025 Q2	$4.5M	Buy	105,728 +52,999	+101%	+$2.14M	0.03%	395
2025 Q1	$2.14M	Buy	52,729 +11,292	+27%	+$497K	0.02%	515
2024 Q4	$1.88M	Buy	41,437 +30,588	+282%	+$1.42M	0.02%	521
2024 Q3	$494K	Buy	10,849 +3,942	+57%	+$173K	0.01%	879
2024 Q2	$287K	Buy	+6,907	New	+$288K	0.01%	724

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

&Partners's SPSM Position: Q2 2026 in Review

&Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q2 2026, selling an estimated $98.4K and leaving 127,312 shares worth $7.34M. The position accounts for 0.03% of the portfolio, ranked #473.

&Partners first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

&Partners held 127,312 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.34M as of Q2 2026.
&Partners sold 1,842 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $98.4K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #473 holding.
&Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.