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

Sachetta’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	$52.3K	Buy	906 +3	+0.3%	+$160	0.03%	192
2026 Q1	$43.6K	Sell	903 -2,716	-75%	-$134K	0.02%	218
2025 Q4	$170K	Hold	3,619	–	–	0.09%	105
2025 Q3	$168K	Hold	3,619	–	–	0.06%	158
2025 Q2	$154K	Buy	3,619 +6	+0.2%	+$242	0.06%	161
2025 Q1	$147K	Buy	3,613 +29	+0.8%	+$1.28K	0.06%	166
2024 Q4	$161K	Buy	3,584 +34	+1%	+$1.58K	0.06%	163
2024 Q3	$162K	Sell	3,550 -740	-17%	-$32.5K	0.06%	167
2024 Q2	$196K	Buy	4,290 +801	+23%	+$33.4K	0.09%	145
2024 Q1	$147K	Hold	3,489	–	–	0.07%	160
2023 Q4	$147K	Buy	+3,489	New	+$131K	0.07%	160

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Sachetta's SPSM Position: Q2 2026 in Review

Sachetta increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.33% in Q2 2026, buying an estimated $160 and bringing the position to 906 shares worth $52.3K. The position accounts for 0.03% of the portfolio, ranked #192.

Sachetta first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $196K in Q2 2024. 221 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Sachetta held 906 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $52.3K as of Q2 2026.
Sachetta bought 3 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $160.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Sachetta's portfolio in Q2 2026, its #192 holding.
Sachetta 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.
Sachetta's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $196K in Q2 2024.
221 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.