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

SigFig Wealth 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	$2.1M	Buy	+36,714	New	+$1.96M	0.06%	79
2024 Q3	–	Sell	-19,425	Closed	-$807K	–	127
2024 Q2	$807K	Sell	19,425 -30,533	-61%	-$1.27M	0.03%	94
2024 Q1	$2.15M	Sell	49,958 -18,024	-27%	-$745K	0.08%	76
2023 Q4	$2.87M	Sell	67,982 -17,009	-20%	-$641K	0.11%	68
2023 Q3	$3.14M	Buy	84,991 +801	+1%	+$31.2K	0.13%	66
2023 Q2	$3.27M	Buy	+84,190	New	+$3.13M	0.13%	65

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return