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 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Semitam Bonam's SPSM Position: Q2 2026 in Review

Semitam Bonam increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.7% in Q2 2026, buying an estimated $42.8K and bringing the position to 48,568 shares worth $2.8M. The position accounts for 2.06% of the portfolio, ranked #15.

Semitam Bonam first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Semitam Bonam held 48,568 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.8M as of Q2 2026.
Semitam Bonam bought 802 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $42.8K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.06% of Semitam Bonam's portfolio in Q2 2026, its #15 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 5 quarters since.
517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Semitam Bonam's 13F filing for Q2 2026, filed 24 Jul 2026.