Richmond Investment Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Richmond Investment Services’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	$6.56M	Sell	113,750 -100,795	-47%	-$5.38M	2.08%	15
2026 Q1	$10.4M	Sell	214,545 -9,576	-4%	-$474K	1.68%	15
2025 Q4	$10.5M	Buy	224,121 +28,680	+15%	+$1.34M	1.82%	12
2025 Q3	$9.05M	Buy	195,441 +54,812	+39%	+$2.46M	1.68%	13
2025 Q2	$5.99M	Buy	140,629 +120,292	+591%	+$4.85M	1.27%	16
2025 Q1	$829K	Buy	20,337 +12,430	+157%	+$548K	0.45%	43
2024 Q4	$355K	Buy	+7,907	New	+$368K	0.2%	70

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

Richmond Investment Services's SPSM Position: Q2 2026 in Review

Richmond Investment Services reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 47% in Q2 2026, selling an estimated $5.38M and leaving 113,750 shares worth $6.56M. The position accounts for 2.08% of the portfolio, ranked #15.

Richmond Investment Services first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q4 2025. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Richmond Investment Services held 113,750 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.56M as of Q2 2026.
Richmond Investment Services sold 100,795 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.38M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.08% of Richmond Investment Services's portfolio in Q2 2026, its #15 holding.
Richmond Investment Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10.5M in Q4 2025.
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 Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.