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

Truvestments Capital’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	$634	Hold	11	–	–	﹤0.01%	1063
2026 Q1	$532	Hold	11	–	–	﹤0.01%	1087
2025 Q4	$515	Sell	11 -264	-96%	-$12.3K	﹤0.01%	950
2025 Q3	$12.7K	Buy	275 +265	+2,650%	+$11.9K	﹤0.01%	676
2025 Q2	$426	Hold	10	–	–	﹤0.01%	902
2025 Q1	$408	Sell	10 -50	-83%	-$2.2K	﹤0.01%	969
2024 Q4	$2.69K	Buy	+60	New	+$2.79K	﹤0.01%	792
2023 Q1	–	Sell	-473	Closed	-$17.5K	–	909
2022 Q4	$17.5K	Hold	473	–	–	0.01%	398
2022 Q3	$16K	Hold	473	–	–	0.01%	364
2022 Q2	$17K	Buy	+473	New	+$18.4K	0.01%	359
2022 Q1	–	Sell	-481	Closed	-$21K	–	494
2021 Q4	$21K	Sell	481 -11	-2%	-$489	0.01%	342
2021 Q3	$21K	Hold	492	–	–	0.01%	315
2021 Q2	$22K	Hold	492	–	–	0.01%	315
2021 Q1	$21K	Hold	492	–	–	0.01%	368
2020 Q4	$17K	Buy	+492	New	+$15.8K	0.01%	378

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truvestments Capital's SPSM Position: Q2 2026 in Review

Truvestments Capital held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 11 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Truvestments Capital first reported a position in SPSM in Q4 2020 and has held it in 15 quarters since. The position peaked at $22K in Q2 2021. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Truvestments Capital held 11 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $634 as of Q2 2026.
Truvestments Capital 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 Truvestments Capital's portfolio in Q2 2026, its #1063 holding.
Truvestments Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 15 quarters since.
Truvestments Capital's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $22K in Q2 2021.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.