Stone House Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Stone House Investment Management’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	$23.3K	Sell	404 -6	-1%	-$320	﹤0.01%	303
2026 Q1	$19.8K	Sell	410 -69	-14%	-$3.42K	﹤0.01%	277
2025 Q4	$22.5K	Sell	479 -46	-9%	-$2.15K	﹤0.01%	243
2025 Q3	$24.3K	Buy	+525	New	+$23.5K	﹤0.01%	211
2019 Q2	–	Sell	-8,109	Closed	-$245K	–	175
2019 Q1	$245K	Buy	+8,109	New	+$241K	0.13%	44
2018 Q4	–	Sell	-6,805	Closed	-$226K	–	54
2018 Q3	$226K	Buy	+6,805	New	+$227K	0.13%	49

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stone House Investment Management's SPSM Position: Q2 2026 in Review

Stone House Investment Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.5% in Q2 2026, selling an estimated $320 and leaving 404 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Stone House Investment Management first reported a position in SPSM in Q3 2018 and has held it in 6 quarters since. The position peaked at $245K in Q1 2019. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Stone House Investment Management held 404 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $23.3K as of Q2 2026.
Stone House Investment Management sold 6 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $320.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #303 holding.
Stone House Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 6 quarters since.
Stone House Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $245K in Q1 2019.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.