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

Verus Capital 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
Q1 		– Sell
-5,044
Closed -$236K – 498
2025
Q4 		$236K Buy
5,044
+24
+0.5% +$1.12K 0.02% 400
2025
Q3 		$233K Sell
5,020
-16,355
-77% -$733K 0.02% 371
2025
Q2 		$911K Buy
21,375
+2,072
+11% +$83.6K 0.08% 146
2025
Q1 		$787K Buy
19,303
+828
+4% +$36.5K 0.08% 152
2024
Q4 		$834K Sell
18,475
-809
-4% -$37.6K 0.08% 149
2024
Q3 		$879K Buy
19,284
+679
+4% +$29.8K 0.09% 140
2024
Q2 		$776K Buy
18,605
+1,228
+7% +$51.2K 0.08% 146
2024
Q1 		$748K Buy
17,377
+421
+2% +$17.4K 0.08% 141
2023
Q4 		$715K Buy
16,956
+3,496
+26% +$132K 0.09% 132
2023
Q3 		$497K Buy
13,460
+2,789
+26% +$109K 0.07% 160
2023
Q2 		$414K Buy
10,671
+1,473
+16% +$54.7K 0.06% 185
2023
Q1 		$347K Buy
9,198
+1,030
+13% +$40.2K 0.05% 205
2022
Q4 		$302K Buy
8,168
+104
+1% +$3.9K 0.06% 203
2022
Q3 		$275K Buy
8,064
+661
+9% +$25K 0.05% 215
2022
Q2 		$265K Sell
7,403
-751
-9% -$29.1K 0.05% 235
2022
Q1 		$315K Buy
+8,154
New +$343K 0.05% 234
2020
Q1 		$311K Sell
14,245
-16,922
-54% -$491K 0.1% 129
2019
Q4 		$1.02M Buy
+31,167
New +$973K 0.33% 54

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Verus Capital Partners's SPSM Position: Q1 2026 in Review

Verus Capital Partners sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2026, closing a stake of 5,044 shares — an estimated $236K sold.

Verus Capital Partners first reported a position in SPSM in Q4 2019 and held it in 18 quarters. The position peaked at $1.02M in Q4 2019. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Verus Capital Partners reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Verus Capital Partners sold 5,044 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $236K.
  • Verus Capital Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and held it in 18 quarters.
  • Verus Capital Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.02M in Q4 2019.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.