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

Stanich Group’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	$242K	Sell	4,569 -1	-0%	-$56	0.12%	59
2026 Q2	$264K	Sell	4,570 -96	-2%	-$5.13K	0.17%	45
2026 Q1	$225K	Sell	4,666 -14	-0.3%	-$693	0.17%	40
2025 Q4	$219K	Sell	4,680 -11	-0.2%	-$513	0.17%	45
2025 Q3	$217K	Hold	4,691	–	–	0.13%	56
2025 Q2	$207K	Sell	4,691 -503	-10%	-$20.3K	0.19%	38
2025 Q1	$212K	Sell	5,194 -724	-12%	-$31.9K	0.16%	49
2024 Q4	$266K	Buy	+5,918	New	+$275K	0.2%	46

Other funds holding SPSM

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

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

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

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

Stanich Group's SPSM Position: Q3 2026 in Review

Stanich Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.02% in Q3 2026, selling an estimated $56 and leaving 4,569 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #59.

Stanich Group first reported a position in SPSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $266K in Q4 2024. 213 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Stanich Group held 4,569 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $242K as of Q3 2026.
Stanich Group sold 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q3 2026, an estimated $56.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of Stanich Group's portfolio in Q3 2026, its #59 holding.
Stanich Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 8 quarters since.
Stanich Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $266K in Q4 2024.
213 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.