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

Second Line 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 		$581K Buy
10,074
+85
+0.9% +$4.54K 0.11% 73
2026
Q1 		$533K Sell
9,989
-207
-2% -$10.2K 0.1% 85
2025
Q4 		$478K Sell
10,196
-115
-1% -$5.36K 0.1% 79
2025
Q3 		$478K Sell
10,311
-193
-2% -$8.65K 0.1% 79
2025
Q2 		$447K Sell
10,504
-7
-0.1% -$282 0.1% 79
2025
Q1 		$428K Sell
10,511
-608
-5% -$26.8K 0.11% 77
2024
Q4 		$499K Sell
11,119
-554
-5% -$25.8K 0.13% 61
2024
Q3 		$531K Buy
11,673
+35
+0.3% +$1.54K 0.14% 63
2024
Q2 		$483K Sell
11,638
-1,174
-9% -$48.9K 0.15% 64
2024
Q1 		$551K Sell
12,812
-732
-5% -$30.3K 0.18% 56
2023
Q4 		$571K Buy
+13,544
New +$510K 0.23% 52

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Second Line Capital's SPSM Position: Q2 2026 in Review

Second Line Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.85% in Q2 2026, buying an estimated $4.54K and bringing the position to 10,074 shares worth $581K. The position accounts for 0.11% of the portfolio, ranked #73.

Second Line Capital first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Second Line Capital held 10,074 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $581K as of Q2 2026.
  • Second Line Capital bought 85 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.54K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Second Line Capital's portfolio in Q2 2026, its #73 holding.
  • Second Line 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.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.