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

Ranch Capital Advisors’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 		$1.16M Buy
20,122
+904
+5% +$48.3K 0.37% 70
2026
Q1 		$929K Buy
19,218
+397
+2% +$19.7K 0.34% 72
2025
Q4 		$882K Buy
18,821
+911
+5% +$42.5K 0.32% 76
2025
Q3 		$830K Sell
17,910
-442
-2% -$19.8K 0.32% 71
2025
Q2 		$782K Buy
18,352
+2,160
+13% +$87.1K 0.34% 70
2025
Q1 		$660K Buy
16,192
+275
+2% +$12.1K 0.31% 79
2024
Q4 		$715K Buy
15,917
+75
+0.5% +$3.49K 0.34% 71
2024
Q3 		$721K Buy
15,842
+759
+5% +$33.3K 0.34% 79
2024
Q2 		$626K Sell
15,083
-134
-0.9% -$5.58K 0.33% 80
2024
Q1 		$655K Buy
15,217
+313
+2% +$12.9K 0.35% 78
2023
Q4 		$629K Buy
14,904
+659
+5% +$24.8K 0.39% 74
2023
Q3 		$526K Buy
14,245
+1,264
+10% +$49.2K 0.37% 79
2023
Q2 		$504K Buy
12,981
+1,514
+13% +$56.3K 0.36% 84
2023
Q1 		$433K Buy
11,467
+1,797
+19% +$70.2K 0.32% 94
2022
Q4 		$358K Buy
9,670
+978
+11% +$36.6K 0.28% 103
2022
Q3 		$296K Buy
8,692
+1,280
+17% +$48.5K 0.24% 114
2022
Q2 		$267K Buy
+7,412
New +$288K 0.2% 122
2021
Q4 		– Sell
-1,487
Closed -$63K – 517
2021
Q3 		$63K Buy
1,487
+310
+26% +$13.3K 0.04% 243
2021
Q2 		$51K Buy
1,177
+627
+114% +$27.2K 0.03% 305
2021
Q1 		$23K Buy
+550
New +$22.4K 0.02% 444
2020
Q2 		– Sell
-228
Closed -$4K – 978
2020
Q1 		$4K Buy
228
+1
+0.4% +$29 ﹤0.01% 736
2019
Q4 		$7K Buy
+227
New +$7.09K 0.01% 748

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

Ranch Capital Advisors's SPSM Position: Q2 2026 in Review

Ranch Capital Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.7% in Q2 2026, buying an estimated $48.3K and bringing the position to 20,122 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #70.

Ranch Capital Advisors first reported a position in SPSM in Q4 2019 and has held it in 22 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Ranch Capital Advisors held 20,122 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.16M as of Q2 2026.
  • Ranch Capital Advisors bought 904 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $48.3K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.37% of Ranch Capital Advisors's portfolio in Q2 2026, its #70 holding.
  • Ranch Capital Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • 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 Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.