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

Sapient Capital’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	$336K	Hold	5,828	–	–	﹤0.01%	313
2026 Q1	$282K	Hold	5,828	–	–	﹤0.01%	362
2025 Q4	$276K	Hold	5,828	–	–	﹤0.01%	351
2025 Q3	$269K	Hold	5,828	–	–	﹤0.01%	334
2025 Q2	$248K	Sell	5,828 -527	-8%	-$21.3K	﹤0.01%	331
2025 Q1	$259K	Buy	6,355 +527	+9%	+$23.2K	0.01%	316
2024 Q4	$262K	Hold	5,828	–	–	0.01%	323
2024 Q3	$265K	Hold	5,828	–	–	0.01%	334
2024 Q2	$242K	Hold	5,828	–	–	0.01%	320
2024 Q1	$251K	Hold	5,828	–	–	0.01%	320
2023 Q4	$246K	Buy	+5,828	New	+$220K	0.01%	337

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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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

Sapient Capital's SPSM Position: Q2 2026 in Review

Sapient Capital held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 5,828 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Sapient Capital first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Sapient Capital held 5,828 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $336K as of Q2 2026.
Sapient Capital left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Sapient Capital's portfolio in Q2 2026, its #313 holding.
Sapient Capital 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.
347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.