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

Raleigh Capital Management’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	$2.99M	Sell	51,837 -1,424	-3%	-$76K	0.95%	19
2026 Q1	$2.57M	Sell	53,261 -10,998	-17%	-$544K	0.89%	30
2025 Q4	$3.01M	Sell	64,259 -17,548	-21%	-$818K	1.09%	16
2025 Q3	$3.79M	Buy	81,807 +42,833	+110%	+$1.92M	1.44%	12
2025 Q2	$1.66M	Buy	38,974 +21,559	+124%	+$869K	0.7%	44
2025 Q1	$710K	Sell	17,415 -25,866	-60%	-$1.14M	0.32%	90
2024 Q4	$1.94M	Buy	43,281 +388	+0.9%	+$18K	0.75%	33
2024 Q3	$1.95M	Sell	42,893 -1,999	-4%	-$87.8K	0.75%	32
2024 Q2	$1.86M	Sell	44,892 -5,972	-12%	-$249K	0.79%	26
2024 Q1	$2.19M	Sell	50,864 -1,692	-3%	-$69.9K	0.94%	21
2023 Q4	$2.22M	Sell	52,556 -6,774	-11%	-$255K	1.03%	22
2023 Q3	$2.19M	Buy	59,330 +34,564	+140%	+$1.35M	1.12%	20
2023 Q2	$962K	Sell	24,766 -8,668	-26%	-$322K	0.48%	70
2023 Q1	$1.26M	Buy	33,434 +19,956	+148%	+$779K	0.62%	54
2022 Q4	$498K	Sell	13,478 -12,690	-48%	-$475K	0.26%	103
2022 Q3	$891K	Sell	26,168 -23,315	-47%	-$883K	0.52%	61
2022 Q2	$1.78M	Buy	49,483 +7,657	+18%	+$297K	1.01%	26
2022 Q1	$1.76M	Buy	41,826 +10,985	+36%	+$462K	0.95%	23
2021 Q4	$1.38M	Buy	+30,841	New	+$1.37M	1.41%	17

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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Raleigh Capital Management's SPSM Position: Q2 2026 in Review

Raleigh Capital Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.7% in Q2 2026, selling an estimated $76K and leaving 51,837 shares worth $2.99M. The position accounts for 0.95% of the portfolio, ranked #19.

Raleigh Capital Management first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.79M in Q3 2025. 240 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Raleigh Capital Management held 51,837 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.99M as of Q2 2026.
Raleigh Capital Management sold 1,424 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $76K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.95% of Raleigh Capital Management's portfolio in Q2 2026, its #19 holding.
Raleigh Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
Raleigh Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.79M in Q3 2025.
240 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.