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

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

SigFig Wealth Management's SPSM Position: Q2 2026 in Review

SigFig Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 36,714 shares worth $2.1M. The stake represents 0.06% of the portfolio and ranks #79 among its holdings. This is a return to the name: SigFig Wealth Management previously reported a position in SPSM as recently as Q2 2024.

SigFig Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.27M in Q2 2023. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

SigFig Wealth Management held 36,714 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.1M as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new SigFig Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of SigFig Wealth Management's portfolio in Q2 2026, its #79 holding.
SigFig Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 6 quarters since.
SigFig Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.27M in Q2 2023.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.