Thurston Springer Miller Herd & Titak’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Thurston Springer Miller Herd & Titak’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	$35.5K	Buy	616 +50	+9%	+$2.67K	0.01%	539
2026 Q1	$27.3K	Hold	566	–	–	0.01%	692
2025 Q4	$26.5K	Buy	+566	New	+$26.4K	0.01%	650
2025 Q3	–	Sell	-1,517	Closed	-$64.6K	–	1252
2025 Q2	$64.6K	Buy	1,517 +796	+110%	+$32.1K	0.01%	603
2025 Q1	$29.4K	Hold	721	–	–	﹤0.01%	764
2024 Q4	$32.4K	Hold	721	–	–	0.01%	626
2024 Q3	$32.8K	Sell	721 -40	-5%	-$1.76K	0.01%	674
2024 Q2	$31.6K	Buy	+761	New	+$31.7K	0.01%	683

Other funds holding SPSM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return