Sherman Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sherman Asset Management’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	$3.86M	Buy	66,875 +24,032	+56%	+$1.28M	2.99%	7
2026 Q1	$2.07M	Buy	42,843 +4,522	+12%	+$224K	1.9%	14
2025 Q4	$1.8M	Sell	38,321 -1,256	-3%	-$58.6K	1.52%	16
2025 Q3	$1.83M	Sell	39,577 -1,814	-4%	-$81.3K	1.58%	16
2025 Q2	$1.76M	Sell	41,391 -23,583	-36%	-$951K	1.56%	17
2025 Q1	$2.65M	Buy	64,974 +5,372	+9%	+$237K	2.53%	11
2024 Q4	$2.68M	Buy	+59,602	New	+$2.77M	2.45%	11

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sherman Asset Management's SPSM Position: Q2 2026 in Review

Sherman Asset Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 56% in Q2 2026, buying an estimated $1.28M and bringing the position to 66,875 shares worth $3.86M. The position accounts for 2.99% of the portfolio, ranked #7.

Sherman Asset Management first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Sherman Asset Management held 66,875 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.86M as of Q2 2026.
Sherman Asset Management bought 24,032 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.28M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.99% of Sherman Asset Management's portfolio in Q2 2026, its #7 holding.
Sherman Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 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 Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.