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 Q2	$217K	Buy	+3,769	New	+$201K	0.01%	454
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 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

Verus Capital Partners's SPSM Position: Q2 2026 in Review

Verus Capital Partners opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,769 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Verus Capital Partners previously reported a position in SPSM as recently as Q4 2025.

Verus Capital Partners first reported a position in SPSM in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.02M in Q4 2019. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Verus Capital Partners held 3,769 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $217K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Verus Capital Partners position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Verus Capital Partners's portfolio in Q2 2026, its #454 holding.
Verus Capital Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 19 quarters since.
Verus Capital Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.02M in Q4 2019.
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 Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.