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Tilia Fiduciary Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Tilia Fiduciary Partners’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
Q3 		$382K Buy
7,222
+221
+3% +$12.4K 0.18% 86
2026
Q2 		$404K Buy
7,001
+235
+3% +$12.5K 0.19% 89
2026
Q1 		$327K Buy
6,766
+137
+2% +$6.78K 0.18% 93
2025
Q4 		$311K Buy
+6,629
New +$309K 0.17% 96

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RWM
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tilia Fiduciary Partners's SPSM Position: Q3 2026 in Review

Tilia Fiduciary Partners increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.2% in Q3 2026, buying an estimated $12.4K and bringing the position to 7,222 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #86.

Tilia Fiduciary Partners first reported a position in SPSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $404K in Q2 2026. 175 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Tilia Fiduciary Partners held 7,222 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $382K as of Q3 2026.
  • Tilia Fiduciary Partners bought 221 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $12.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.18% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #86 holding.
  • Tilia Fiduciary Partners 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.
  • Tilia Fiduciary Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $404K in Q2 2026.
  • 175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.