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 Q3	$1.25M	Sell	23,620 -503	-2%	-$28.3K	0.06%	269
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Strategic Blueprint's SPSM Position: Q3 2026 in Review

Strategic Blueprint reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.1% in Q3 2026, selling an estimated $28.3K and leaving 23,620 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #269.

Strategic Blueprint first reported a position in SPSM in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.57M in Q2 2020. 639 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Strategic Blueprint held 23,620 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.25M as of Q3 2026.
Strategic Blueprint sold 503 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $28.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Strategic Blueprint's portfolio in Q3 2026, its #269 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 28 quarters since.
Strategic Blueprint's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.57M in Q2 2020.
639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.