TD Private Client Wealth’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

TD Private Client Wealth’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	$105K	Sell	1,824 -1,997	-52%	-$107K	﹤0.01%	764
2026 Q1	$185K	Sell	3,821 -92	-2%	-$4.55K	﹤0.01%	665
2025 Q4	$183K	Sell	3,913 -64	-2%	-$2.98K	﹤0.01%	677
2025 Q3	$184K	Sell	3,977 -156	-4%	-$7K	﹤0.01%	670
2025 Q2	$176K	Buy	4,133 +351	+9%	+$14.2K	﹤0.01%	663
2025 Q1	$154K	Sell	3,782 -14	-0.4%	-$617	﹤0.01%	650
2024 Q4	$171K	Sell	3,796 -557	-13%	-$25.9K	﹤0.01%	630
2024 Q3	$198K	Sell	4,353 -147	-3%	-$6.46K	0.01%	601
2024 Q2	$187K	Buy	4,500 +589	+15%	+$24.5K	0.01%	586
2024 Q1	$168K	Sell	3,911 -17	-0.4%	-$703	0.01%	615
2023 Q4	$166K	Buy	3,928 +111	+3%	+$4.18K	0.01%	606
2023 Q3	$141K	Sell	3,817 -73	-2%	-$2.84K	0.01%	598
2023 Q2	$151K	Buy	3,890 +133	+4%	+$4.94K	0.01%	598
2023 Q1	$142K	Sell	3,757 -54	-1%	-$2.11K	0.01%	600
2022 Q4	$141K	Sell	3,811 -3,610	-49%	-$135K	0.01%	585
2022 Q3	$253K	Buy	7,421 +125	+2%	+$4.73K	0.01%	497
2022 Q2	$263K	Sell	7,296 -2,152	-23%	-$83.5K	0.01%	490
2022 Q1	$397K	Sell	9,448 -1,089	-10%	-$45.8K	0.02%	452
2021 Q4	$471K	Buy	10,537 +65	+0.6%	+$2.89K	0.02%	428
2021 Q3	$446K	Sell	10,472 -2,953	-22%	-$127K	0.02%	420
2021 Q2	$590K	Sell	13,425 -5,428	-29%	-$236K	0.03%	391
2021 Q1	$797K	Buy	18,853 +3,691	+24%	+$150K	0.04%	335
2020 Q4	$543K	Sell	15,162 -1,891	-11%	-$60.6K	0.03%	372
2020 Q3	$467K	Sell	17,053 -1,305	-7%	-$36.4K	0.03%	366
2020 Q2	$488K	Sell	18,358 -975	-5%	-$24K	0.03%	359
2020 Q1	$422K	Buy	+19,333	New	+$560K	0.03%	346

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 22.9% 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 Private Client Wealth's SPSM Position: Q2 2026 in Review

TD Private Client Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 52% in Q2 2026, selling an estimated $107K and leaving 1,824 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

TD Private Client Wealth first reported a position in SPSM in Q1 2020 and has held it in 26 quarters since. The position peaked at $797K in Q1 2021. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

TD Private Client Wealth held 1,824 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $105K as of Q2 2026.
TD Private Client Wealth sold 1,997 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $107K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #764 holding.
TD Private Client Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 26 quarters since.
TD Private Client Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $797K in Q1 2021.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.