SP
SPSM icon

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

Stablepoint Partners’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 		$3.53M Buy
61,245
+3,916
+7% +$209K 0.49% 71
2026
Q1 		$2.77M Buy
57,329
+4,115
+8% +$204K 0.41% 80
2025
Q4 		$2.49M Buy
53,214
+1,714
+3% +$79.9K 0.39% 82
2025
Q3 		$2.39M Buy
51,500
+4,968
+11% +$223K 0.38% 83
2025
Q2 		$1.98M Buy
46,532
+1,080
+2% +$43.6K 0.34% 93
2025
Q1 		$1.85M Buy
45,452
+12,201
+37% +$537K 0.34% 89
2024
Q4 		$1.49M Buy
33,251
+1,354
+4% +$63K 0.27% 104
2024
Q3 		$1.45M Buy
31,897
+4,174
+15% +$183K 0.26% 108
2024
Q2 		$1.26M Buy
27,723
+12,240
+79% +$510K 0.24% 118
2024
Q1 		$666K Buy
15,483
+2,628
+20% +$109K 0.14% 154
2023
Q4 		$542K Buy
+12,855
New +$484K 0.14% 154

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

Stablepoint Partners's SPSM Position: Q2 2026 in Review

Stablepoint Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.8% in Q2 2026, buying an estimated $209K and bringing the position to 61,245 shares worth $3.53M. The position accounts for 0.49% of the portfolio, ranked #71.

Stablepoint Partners first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Stablepoint Partners held 61,245 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.53M as of Q2 2026.
  • Stablepoint Partners bought 3,916 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $209K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.49% of Stablepoint Partners's portfolio in Q2 2026, its #71 holding.
  • Stablepoint Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 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 Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.