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

Templeton & Phillips 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 		$595K Hold
10,319
– – 0.43% 23
2026
Q1 		$499K Hold
10,319
– – 0.41% 24
2025
Q4 		$484K Sell
10,319
-62
-0.6% -$2.89K 0.32% 23
2025
Q3 		$481K Hold
10,381
– – 0.35% 21
2025
Q2 		$442K Hold
10,381
– – 0.32% 24
2025
Q1 		$423K Hold
10,381
– – 0.3% 24
2024
Q4 		$466K Sell
10,381
-422
-4% -$19.6K 0.37% 26
2024
Q3 		$492K Hold
10,803
– – 0.38% 26
2024
Q2 		$449K Buy
10,803
+2,944
+37% +$123K 0.4% 22
2024
Q1 		$338K Buy
+7,859
New +$325K 0.31% 23

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Templeton & Phillips Capital Management's SPSM Position: Q2 2026 in Review

Templeton & Phillips Capital Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 10,319 shares worth $595K. The position accounts for 0.43% of the portfolio, ranked #23.

Templeton & Phillips Capital Management first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. 725 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Templeton & Phillips Capital Management held 10,319 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $595K as of Q2 2026.
  • Templeton & Phillips Capital Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.43% of Templeton & Phillips Capital Management's portfolio in Q2 2026, its #23 holding.
  • Templeton & Phillips Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.