TD Capital Management
SPSM icon

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
Q3 		$1.17M Sell
22,059
-58
-0.3% -$3.26K 0.09% 70
2026
Q2 		$1.28M Buy
22,117
+38
+0.2% +$2.03K 0.1% 67
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 $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

TD Capital Management's SPSM Position: Q3 2026 in Review

TD Capital Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.26% in Q3 2026, selling an estimated $3.26K and leaving 22,059 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #70.

TD Capital Management first reported a position in SPSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.4M in Q3 2024. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • TD Capital Management held 22,059 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.17M as of Q3 2026.
  • TD Capital Management sold 58 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $3.26K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of TD Capital Management's portfolio in Q3 2026, its #70 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 16 quarters since.
  • TD Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.4M in Q3 2024.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.