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SPSM icon

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

Sunpointe’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 		$400K Sell
6,935
-1,197
-15% -$63.9K 0.11% 165
2026
Q1 		$393K Sell
8,132
-499
-6% -$24.7K 0.13% 161
2025
Q4 		$404K Sell
8,631
-342
-4% -$15.9K 0.13% 157
2025
Q3 		$416K Buy
8,973
+2,289
+34% +$103K 0.15% 141
2025
Q2 		$285K Sell
6,684
-15,671
-70% -$632K 0.11% 172
2025
Q1 		$911K Buy
22,355
+311
+1% +$13.7K 0.49% 44
2024
Q4 		$990K Buy
22,044
+128
+0.6% +$5.95K 0.5% 46
2024
Q3 		$997K Buy
+21,916
New +$963K 0.82% 27

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunpointe's SPSM Position: Q2 2026 in Review

Sunpointe reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 15% in Q2 2026, selling an estimated $63.9K and leaving 6,935 shares worth $400K. The position accounts for 0.11% of the portfolio, ranked #165.

Sunpointe first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $997K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Sunpointe held 6,935 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $400K as of Q2 2026.
  • Sunpointe sold 1,197 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $63.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Sunpointe's portfolio in Q2 2026, its #165 holding.
  • Sunpointe first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • Sunpointe's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $997K in Q3 2024.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.