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

Tandem Investment 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 Q2	$2.76M	Buy	47,875 +365	+0.8%	+$19.5K	2.13%	18
2026 Q1	$2.3M	Sell	47,510 -18	-0%	-$891	1.95%	19
2025 Q4	$2.23M	Buy	47,528 +920	+2%	+$42.9K	1.88%	21
2025 Q3	$2.16M	Buy	46,608 +1,150	+3%	+$51.6K	1.77%	22
2025 Q2	$1.94M	Buy	45,458 +2,805	+7%	+$113K	1.69%	21
2025 Q1	$1.74M	Sell	42,653 -1,500	-3%	-$66.1K	1.72%	21
2024 Q4	$1.98M	Buy	+44,153	New	+$2.05M	1.9%	17

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 22.96% 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

Tandem Investment Partners's SPSM Position: Q2 2026 in Review

Tandem Investment Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.77% in Q2 2026, buying an estimated $19.5K and bringing the position to 47,875 shares worth $2.76M. The position accounts for 2.13% of the portfolio, ranked #18.

Tandem Investment Partners first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Tandem Investment Partners held 47,875 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.76M as of Q2 2026.
Tandem Investment Partners bought 365 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $19.5K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.13% of Tandem Investment Partners's portfolio in Q2 2026, its #18 holding.
Tandem Investment Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.