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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
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
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 Private Client Wealth's SPSM Position: Q1 2026 in Review

TD Private Client Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.4% in Q1 2026, selling an estimated $4.55K and leaving 3,821 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

TD Private Client Wealth first reported a position in SPSM in Q1 2020 and has held it in 25 quarters since. The position peaked at $797K in Q1 2021. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • TD Private Client Wealth held 3,821 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $185K as of Q1 2026.
  • TD Private Client Wealth sold 92 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $4.55K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #665 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 25 quarters since.
  • TD Private Client Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $797K in Q1 2021.
  • 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 Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.