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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$636K Sell
12,037
-76
-0.6% -$4.28K 0.08% 150
2026
Q2
$699K Sell
12,113
-114
-0.9% -$6.09K 0.09% 157
2026
Q1
$591K Sell
12,227
-431
-3% -$21.3K 0.08% 152
2025
Q4
$593K Buy
+12,658
New +$590K 0.08% 160

Other funds holding SPSM

Third View Private Wealth's SPSM Position: Q3 2026 in Review

Third View Private Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.63% in Q3 2026, selling an estimated $4.28K and leaving 12,037 shares worth $636K. The position accounts for 0.08% of the portfolio, ranked #150.

Third View Private Wealth first reported a position in SPSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $699K in Q2 2026. 639 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Third View Private Wealth held 12,037 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $636K as of Q3 2026.
  • Third View Private Wealth sold 76 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $4.28K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Third View Private Wealth's portfolio in Q3 2026, its #150 holding.
  • Third View Private Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $699K in Q2 2026.
  • 639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.