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

Pittenger & Anderson Inc’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 		$9.86K Sell
171
-93
-35% -$4.97K ﹤0.01% 407
2026
Q1 		$12.8K Hold
264
– – ﹤0.01% 392
2025
Q4 		$12.4K Buy
+264
New +$12.3K ﹤0.01% 399

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

Pittenger & Anderson Inc's SPSM Position: Q2 2026 in Review

Pittenger & Anderson Inc reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 35% in Q2 2026, selling an estimated $4.97K and leaving 171 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Pittenger & Anderson Inc first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.8K in Q1 2026. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Pittenger & Anderson Inc held 171 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.86K as of Q2 2026.
  • Pittenger & Anderson Inc sold 93 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.97K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #407 holding.
  • Pittenger & Anderson Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Pittenger & Anderson Inc's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $12.8K in Q1 2026.
  • 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 Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.