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

Tyche Wealth 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
Q2 		$450K Sell
7,805
-533
-6% -$28.5K 0.06% 202
2026
Q1 		$403K Sell
8,338
-144
-2% -$7.13K 0.06% 232
2025
Q4 		$397K Sell
8,482
-893
-10% -$41.6K 0.06% 219
2025
Q3 		$434K Sell
9,375
-229
-2% -$10.3K 0.08% 179
2025
Q2 		$409K Sell
9,604
-2,214
-19% -$89.3K 0.08% 172
2025
Q1 		$482K Sell
11,818
-489
-4% -$21.5K 0.1% 141
2024
Q4 		$553K Buy
12,307
+6,842
+125% +$318K 0.12% 147
2024
Q3 		$249K Buy
5,465
+5
+0.1% +$220 0.06% 231
2024
Q2 		$227K Buy
+5,460
New +$228K 0.06% 236

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tyche Wealth Partners's SPSM Position: Q2 2026 in Review

Tyche Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.4% in Q2 2026, selling an estimated $28.5K and leaving 7,805 shares worth $450K. The position accounts for 0.06% of the portfolio, ranked #202.

Tyche Wealth Partners first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $553K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Tyche Wealth Partners held 7,805 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $450K as of Q2 2026.
  • Tyche Wealth Partners sold 533 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $28.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Tyche Wealth Partners's portfolio in Q2 2026, its #202 holding.
  • Tyche Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • Tyche Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $553K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.