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

Strategic Blueprint’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	$1.39M	Sell	24,123 -46	-0.2%	-$2.46K	0.07%	259
2026 Q1	$1.17M	Sell	24,169 -1,600	-6%	-$79.2K	0.07%	256
2025 Q4	$1.21M	Sell	25,769 -1,729	-6%	-$80.6K	0.07%	250
2025 Q3	$1.27M	Sell	27,498 -2,608	-9%	-$117K	0.06%	295
2025 Q2	$1.28M	Sell	30,106 -916	-3%	-$36.9K	0.06%	266
2025 Q1	$1.26M	Sell	31,022 -3,807	-11%	-$168K	0.07%	243
2024 Q4	$1.56M	Sell	34,829 -492	-1%	-$22.9K	0.09%	189
2024 Q3	$1.61M	Buy	35,321 +1,118	+3%	+$49.1K	0.1%	179
2024 Q2	$1.42M	Buy	34,203 +6,298	+23%	+$262K	0.1%	189
2024 Q1	$1.2M	Sell	27,905 -4,484	-14%	-$185K	0.09%	222
2023 Q4	$1.37M	Sell	32,389 -4,132	-11%	-$156K	0.11%	176
2023 Q3	$1.35M	Sell	36,521 -4,486	-11%	-$175K	0.12%	165
2023 Q2	$1.59M	Sell	41,007 -352	-0.9%	-$13.1K	0.15%	137
2023 Q1	$1.56M	Sell	41,359 -2,609	-6%	-$102K	0.16%	139
2022 Q4	$1.63M	Sell	43,968 -595	-1%	-$22.3K	0.19%	129
2022 Q3	$1.52M	Sell	44,563 -2,339	-5%	-$88.5K	0.18%	131
2022 Q2	$1.69M	Sell	46,902 -103	-0.2%	-$4K	0.21%	121
2022 Q1	$1.98M	Buy	47,005 +170	+0.4%	+$7.16K	0.23%	100
2021 Q4	$2.09M	Sell	46,835 -3,945	-8%	-$175K	0.26%	84
2021 Q3	$2.16M	Sell	50,780 -9,270	-15%	-$397K	0.34%	73
2021 Q2	$2.64M	Sell	60,050 -6,224	-9%	-$270K	0.41%	55
2021 Q1	$2.8M	Sell	66,274 -10,183	-13%	-$415K	0.6%	42
2020 Q4	$2.74M	Sell	76,457 -4,984	-6%	-$160K	0.69%	39
2020 Q3	$2.23M	Sell	81,441 -53,050	-39%	-$1.48M	0.69%	39
2020 Q2	$3.57M	Sell	134,491 -22,502	-14%	-$553K	1.26%	22
2020 Q1	$3.43M	Buy	+156,993	New	+$4.55M	2%	15
2019 Q4	–	Sell	-531	Closed	-$16K	–	372
2019 Q3	$16K	Buy	+531	New	+$16K	0.01%	254

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Strategic Blueprint's SPSM Position: Q2 2026 in Review

Strategic Blueprint reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.19% in Q2 2026, selling an estimated $2.46K and leaving 24,123 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #259.

Strategic Blueprint first reported a position in SPSM in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.57M in Q2 2020. 497 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Strategic Blueprint held 24,123 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.39M as of Q2 2026.
Strategic Blueprint sold 46 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.46K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Strategic Blueprint's portfolio in Q2 2026, its #259 holding.
Strategic Blueprint first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2019 and has held it in 27 quarters since.
Strategic Blueprint's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.57M in Q2 2020.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.