Rehmann Capital Advisory Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Rehmann Capital Advisory Group’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	$327K	Sell	5,663 -2	-0%	-$107	0.01%	538
2026 Q1	$274K	Sell	5,665 -21	-0.4%	-$1.04K	0.01%	574
2025 Q4	$266K	Hold	5,686	–	–	0.01%	559
2025 Q3	$263K	Buy	5,686 +14	+0.2%	+$628	0.01%	536
2025 Q2	$242K	Buy	5,672 +42	+0.7%	+$1.69K	0.01%	530
2025 Q1	$229K	Buy	5,630 +107	+2%	+$4.71K	0.01%	547
2024 Q4	$248K	Buy	5,523 +376	+7%	+$17.5K	0.02%	519
2024 Q3	$234K	Buy	5,147 +86	+2%	+$3.78K	0.02%	537
2024 Q2	$210K	Buy	5,061 +65	+1%	+$2.71K	0.02%	547
2024 Q1	$215K	Sell	4,996 -1,162	-19%	-$48K	0.02%	532
2023 Q4	$260K	Sell	6,158 -124	-2%	-$4.67K	0.02%	472
2023 Q3	$231K	Buy	6,282 +528	+9%	+$20.6K	0.02%	464
2023 Q2	$222K	Buy	+5,754	New	+$214K	0.02%	498
2019 Q3	–	Sell	-1,345	Closed	-$41.2K	–	2064
2019 Q2	$41.2K	Buy	1,345 +1,274	+1,794%	+$38.7K	0.01%	911
2019 Q1	$2.17K	Sell	71 -826	-92%	-$24.5K	﹤0.01%	1741
2018 Q4	$23.6K	Buy	897 +388	+76%	+$11.4K	﹤0.01%	822
2018 Q3	$16.9K	Buy	509 +52	+11%	+$1.73K	﹤0.01%	1176
2018 Q2	$14.7K	Buy	457 +387	+553%	+$12.2K	﹤0.01%	1203
2018 Q1	$2K	Buy	+70	New	+$2.13K	﹤0.01%	1764

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

Rehmann Capital Advisory Group's SPSM Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.04% in Q2 2026, selling an estimated $107 and leaving 5,663 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #538.

Rehmann Capital Advisory Group first reported a position in SPSM in Q1 2018 and has held it in 19 quarters since. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Rehmann Capital Advisory Group held 5,663 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $327K as of Q2 2026.
Rehmann Capital Advisory Group sold 2 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $107.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #538 holding.
Rehmann Capital Advisory Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 19 quarters since.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.