S
SPSM icon

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

SignatureFD’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 		$14.7K Sell
255
-3
-1% -$160 ﹤0.01% 2484
2026
Q1 		$12.5K Hold
258
– – ﹤0.01% 2413
2025
Q4 		$12.1K Buy
258
+20
+8% +$933 ﹤0.01% 2342
2025
Q3 		$11K Buy
238
+119
+100% +$5.34K ﹤0.01% 2374
2025
Q2 		$5.09K Buy
119
+4
+3% +$161 ﹤0.01% 2601
2025
Q1 		$4.67K Sell
115
-1,018
-90% -$44.8K ﹤0.01% 2630
2024
Q4 		$50.9K Sell
1,133
-75
-6% -$3.49K ﹤0.01% 1575
2024
Q3 		$55K Sell
1,208
-559
-32% -$24.6K ﹤0.01% 1524
2024
Q2 		$73.4K Buy
1,767
+1,562
+762% +$65.1K ﹤0.01% 1317
2024
Q1 		$8.81K Sell
205
-139
-40% -$5.75K ﹤0.01% 2348
2023
Q4 		$14.5K Sell
344
-66
-16% -$2.49K ﹤0.01% 2082
2023
Q3 		$15.1K Buy
410
+339
+477% +$13.2K ﹤0.01% 2000
2023
Q2 		$2.76K Sell
71
-38
-35% -$1.41K ﹤0.01% 2707
2023
Q1 		$4.12K Buy
109
+70
+179% +$2.73K ﹤0.01% 2584
2022
Q4 		$1.44K Hold
39
– – ﹤0.01% 2892
2022
Q3 		$1K Hold
39
– – ﹤0.01% 3034
2022
Q2 		$1K Hold
39
– – ﹤0.01% 3012
2022
Q1 		$2K Hold
39
– – ﹤0.01% 2856
2021
Q4 		$2K Hold
39
– – ﹤0.01% 2792
2021
Q3 		$2K Hold
39
– – ﹤0.01% 2705
2021
Q2 		$2K Hold
39
– – ﹤0.01% 2620
2021
Q1 		$2K Buy
39
+38
+3,800% +$1.55K ﹤0.01% 2530
2020
Q4 		$0 Hold
1
– – ﹤0.01% 2698
2020
Q3 		$0 Buy
+1
New +$28 ﹤0.01% 2752
2019
Q1 		– Sell
-221
Closed -$6K – 2052
2018
Q4 		$6K Buy
+221
New +$6.52K ﹤0.01% 1505
2016
Q1 		– Sell
-906
Closed -$20K – 1441
2015
Q4 		$20K Hold
906
– – ﹤0.01% 580
2015
Q3 		$20K Buy
+906
New +$21.3K ﹤0.01% 533

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SignatureFD's SPSM Position: Q2 2026 in Review

SignatureFD reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.2% in Q2 2026, selling an estimated $160 and leaving 255 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

SignatureFD first reported a position in SPSM in Q3 2015 and has held it in 27 quarters since. The position peaked at $73.4K in Q2 2024. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • SignatureFD held 255 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $14.7K as of Q2 2026.
  • SignatureFD sold 3 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $160.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2484 holding.
  • SignatureFD first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2015 and has held it in 27 quarters since.
  • SignatureFD's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $73.4K in Q2 2024.
  • 1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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