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 Q3	–	Sell	-36,714	Closed	-$2.1M	–	153
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

CCWA

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

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

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SigFig Wealth Management's SPSM Position: Q3 2026 in Review

SigFig Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026, closing a stake of 36,714 shares — an estimated $2.1M sold.

SigFig Wealth Management first reported a position in SPSM in Q2 2023 and held it in 6 quarters. The position peaked at $3.27M in Q2 2023. 121 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

SigFig Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2026 after selling out during the quarter.
SigFig Wealth Management sold 36,714 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $2.1M.
SigFig Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and held it in 6 quarters.
SigFig Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.27M in Q2 2023.
121 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.