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 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Stanich Group's SPSM Position: Q2 2026 in Review

Stanich Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.1% in Q2 2026, selling an estimated $5.13K and leaving 4,570 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #45.

Stanich Group first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $266K in Q4 2024. 234 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Stanich Group held 4,570 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $264K as of Q2 2026.
Stanich Group sold 96 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.13K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of Stanich Group's portfolio in Q2 2026, its #45 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 7 quarters since.
Stanich Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $266K in Q4 2024.
234 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.