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

Tucker Asset 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	$23.4K	Sell	406 -4,726	-92%	-$252K	0.01%	297
2026 Q1	$248K	Buy	5,132 +5,120	+42,667%	+$253K	0.07%	112
2025 Q4	$562	Hold	12	–	–	﹤0.01%	982
2025 Q3	$556	Hold	12	–	–	﹤0.01%	309
2025 Q2	$511	Sell	12 -4,058	-100%	-$164K	﹤0.01%	289
2025 Q1	$166K	Buy	4,070 +269	+7%	+$11.8K	0.05%	108
2024 Q4	$171K	Buy	3,801 +243	+7%	+$11.3K	0.02%	164
2024 Q3	$162K	Buy	3,558 +3,238	+1,012%	+$142K	0.04%	172
2024 Q2	$13.3K	Hold	320	–	–	﹤0.01%	758
2024 Q1	$13.8K	Hold	320	–	–	﹤0.01%	766
2023 Q4	$13.5K	Hold	320	–	–	﹤0.01%	628
2023 Q3	$11.8K	Sell	320 -146	-31%	-$5.69K	﹤0.01%	616
2023 Q2	$18.1K	Buy	466 +257	+123%	+$9.55K	0.01%	420
2023 Q1	$7.89K	Buy	209 +138	+194%	+$5.39K	﹤0.01%	601
2022 Q4	$2.64K	Sell	71 -216	-75%	-$8.09K	﹤0.01%	522
2022 Q3	$11K	Buy	287 +216	+304%	+$8.18K	﹤0.01%	321
2022 Q2	$2.56K	Buy	+71	New	+$2.76K	﹤0.01%	428

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 22.96% 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

Tucker Asset Management's SPSM Position: Q2 2026 in Review

Tucker Asset Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 92% in Q2 2026, selling an estimated $252K and leaving 406 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #297.

Tucker Asset Management first reported a position in SPSM in Q2 2022 and has held it in 17 quarters since. The position peaked at $248K in Q1 2026. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Tucker Asset Management held 406 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $23.4K as of Q2 2026.
Tucker Asset Management sold 4,726 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $252K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Tucker Asset Management's portfolio in Q2 2026, its #297 holding.
Tucker Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 17 quarters since.
Tucker Asset Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $248K in Q1 2026.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.