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

Precedent Wealth 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	$365K	Sell	6,335 -396	-6%	-$21.1K	0.06%	164
2026 Q1	$325K	Sell	6,731 -1,459	-18%	-$72.2K	0.07%	145
2025 Q4	$384K	Sell	8,190 -1,608	-16%	-$75K	0.08%	139
2025 Q3	$454K	Sell	9,798 -1,910	-16%	-$85.6K	0.1%	131
2025 Q2	$499K	Sell	11,708 -6,585	-36%	-$266K	0.12%	123
2025 Q1	$746K	Sell	18,293 -9,974	-35%	-$439K	0.21%	109
2024 Q4	$1.27M	Sell	28,267 -37,873	-57%	-$1.76M	0.41%	70
2024 Q3	$3.01M	Buy	66,140 +33,913	+105%	+$1.49M	0.99%	28
2024 Q2	$1.34M	Buy	32,227 +12,775	+66%	+$532K	0.54%	47
2024 Q1	$837K	Buy	19,452 +7,114	+58%	+$294K	0.36%	73
2023 Q4	$520K	Buy	+12,338	New	+$465K	0.26%	86

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Precedent Wealth Partners's SPSM Position: Q2 2026 in Review

Precedent Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.9% in Q2 2026, selling an estimated $21.1K and leaving 6,335 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #164.

Precedent Wealth Partners first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.01M in Q3 2024. 265 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Precedent Wealth Partners held 6,335 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $365K as of Q2 2026.
Precedent Wealth Partners sold 396 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $21.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Precedent Wealth Partners's portfolio in Q2 2026, its #164 holding.
Precedent Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.01M in Q3 2024.
265 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.