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

Tradewinds 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	$3.4K	Hold	59	–	–	﹤0.01%	518
2026 Q1	$2.85K	Hold	59	–	–	﹤0.01%	523
2025 Q4	$2.77K	Hold	59	–	–	﹤0.01%	504
2025 Q3	$2.73K	Hold	59	–	–	﹤0.01%	490
2025 Q2	$2.51K	Hold	59	–	–	﹤0.01%	457
2025 Q1	$2.4K	Hold	59	–	–	﹤0.01%	465
2024 Q4	$2.65K	Buy	+59	New	+$2.74K	﹤0.01%	479
2018 Q4	–	Sell	-6	Closed	–	–	679
2018 Q3	$0	Buy	+6	New	+$200	﹤0.01%	687

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Tradewinds Capital Management's SPSM Position: Q2 2026 in Review

Tradewinds Capital Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 59 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Tradewinds Capital Management first reported a position in SPSM in Q3 2018 and has held it in 8 quarters since. 318 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Tradewinds Capital Management held 59 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.4K as of Q2 2026.
Tradewinds 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 ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #518 holding.
Tradewinds Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 8 quarters since.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.