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 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 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

TD Capital Management's SPSM Position: Q2 2026 in Review

TD Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.17% in Q2 2026, buying an estimated $2.03K and bringing the position to 22,117 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #67.

TD Capital Management first reported a position in SPSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.4M in Q3 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

TD Capital Management held 22,117 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.28M as of Q2 2026.
TD Capital Management bought 38 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.03K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of TD Capital Management's portfolio in Q2 2026, its #67 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 15 quarters since.
TD Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.4M 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 TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.