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

TD Capital 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
Q1 		$1.07M Sell
22,079
-1,511
-6% -$74.8K 0.1% 66
2025
Q4 		$1.11M Sell
23,590
-418
-2% -$19.5K 0.1% 63
2025
Q3 		$1.11M Sell
24,008
-5,648
-19% -$253K 0.1% 60
2025
Q2 		$1.26M Sell
29,656
-230
-0.8% -$9.28K 0.12% 57
2025
Q1 		$1.22M Sell
29,886
-811
-3% -$35.7K 0.12% 56
2024
Q4 		$1.38M Sell
30,697
-75
-0.2% -$3.49K 0.14% 55
2024
Q3 		$1.4M Sell
30,772
-94
-0.3% -$4.13K 0.14% 52
2024
Q2 		$1.28M Sell
30,866
-154
-0.5% -$6.42K 0.13% 52
2024
Q1 		$1.34M Sell
31,020
-1,475
-5% -$61K 0.14% 47
2023
Q4 		$1.37M Buy
32,495
+1,378
+4% +$51.9K 0.16% 45
2023
Q3 		$1.15M Buy
31,117
+9,462
+44% +$369K 0.14% 45
2023
Q2 		$841K Buy
21,655
+14,325
+195% +$532K 0.1% 49
2023
Q1 		$277K Buy
7,330
+3,502
+91% +$137K 0.03% 77
2022
Q4 		$142K Buy
+3,828
New +$143K 0.02% 103

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Capital Management's SPSM Position: Q1 2026 in Review

TD Capital Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.4% in Q1 2026, selling an estimated $74.8K and leaving 22,079 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #66.

TD Capital Management first reported a position in SPSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.4M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • TD Capital Management held 22,079 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.07M as of Q1 2026.
  • TD Capital Management sold 1,511 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $74.8K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of TD Capital Management's portfolio in Q1 2026, its #66 holding.
  • TD Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • TD Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.4M in Q3 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.