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

Semitam Bonam’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	$2.67M	Buy	50,433 +1,865	+4%	+$105K	1.86%	16
2026 Q2	$2.8M	Buy	48,568 +802	+2%	+$42.8K	2.06%	15
2026 Q1	$2.31M	Sell	47,766 -547	-1%	-$27.1K	1.89%	16
2025 Q4	$2.26M	Buy	48,313 +2,100	+5%	+$97.9K	1.89%	16
2025 Q3	$2.14M	Buy	46,213 +437	+1%	+$19.6K	1.91%	16
2025 Q2	$1.95M	Buy	+45,776	New	+$1.85M	1.84%	16

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Semitam Bonam's SPSM Position: Q3 2026 in Review

Semitam Bonam increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.8% in Q3 2026, buying an estimated $105K and bringing the position to 50,433 shares worth $2.67M. The position accounts for 1.86% of the portfolio, ranked #16.

Semitam Bonam first reported a position in SPSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.8M in Q2 2026. 453 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Semitam Bonam held 50,433 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.67M as of Q3 2026.
Semitam Bonam bought 1,865 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $105K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.86% of Semitam Bonam's portfolio in Q3 2026, its #16 holding.
Semitam Bonam first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 6 quarters since.
Semitam Bonam's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.8M in Q2 2026.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.