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 Q3	$308K	Hold	5,828	–	–	﹤0.01%	321
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

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Sapient Capital's SPSM Position: Q3 2026 in Review

Sapient Capital held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 5,828 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Sapient Capital first reported a position in SPSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $336K in Q2 2026. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Sapient Capital held 5,828 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $308K as of Q3 2026.
Sapient Capital left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #321 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 12 quarters since.
Sapient Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $336K in Q2 2026.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.