Stevens Capital Partners
SPSM icon

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

Stevens Capital 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
Q3 		$315K Buy
5,963
+1,683
+39% +$94.7K 0.05% 136
2026
Q2 		$247K Sell
4,280
-154
-3% -$8.22K 0.05% 139
2026
Q1 		$214K Buy
+4,434
New +$219K 0.05% 123

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Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stevens Capital Partners's SPSM Position: Q3 2026 in Review

Stevens Capital Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 39% in Q3 2026, buying an estimated $94.7K and bringing the position to 5,963 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #136.

Stevens Capital Partners first reported a position in SPSM in Q1 2026 and has held it in 3 quarters since. 650 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Stevens Capital Partners held 5,963 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $315K as of Q3 2026.
  • Stevens Capital Partners bought 1,683 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $94.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Stevens Capital Partners's portfolio in Q3 2026, its #136 holding.
  • Stevens Capital Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 650 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.