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

VestGen Advisors’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	$1.43M	Sell	24,858 -14,921	-38%	-$797K	0.04%	374
2026 Q1	$2.1M	Buy	39,779 +27,540	+225%	+$1.36M	0.06%	293
2025 Q4	$574K	Sell	12,239 -35,653	-74%	-$1.66M	0.02%	455
2025 Q3	$2.22M	Sell	47,892 -25,271	-35%	-$1.13M	0.07%	235
2025 Q2	$3.12M	Sell	73,163 -3,469	-5%	-$140K	0.12%	165
2025 Q1	$3.12M	Buy	+76,632	New	+$3.38M	0.14%	145

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

VestGen Advisors's SPSM Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 38% in Q2 2026, selling an estimated $797K and leaving 24,858 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #374.

VestGen Advisors first reported a position in SPSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.12M in Q1 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

VestGen Advisors held 24,858 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.43M as of Q2 2026.
VestGen Advisors sold 14,921 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $797K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #374 holding.
VestGen Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.12M in Q1 2025.
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 VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.