Vestmark Advisory Solutions’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Vestmark Advisory Solutions’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	$1.09M	Sell	18,884 -2,329	-11%	-$124K	0.01%	939
2026 Q1	$1.03M	Buy	21,213 +3,027	+17%	+$150K	0.01%	865
2025 Q4	$852K	Buy	+18,186	New	+$848K	0.01%	854
2023 Q3	–	Sell	-76,173	Closed	-$2.96M	–	809
2023 Q2	$2.96M	Buy	+76,173	New	+$2.83M	0.11%	235
2023 Q1	–	Sell	-24,237	Closed	-$896K	–	899
2022 Q4	$896K	Sell	24,237 -139	-0.6%	-$5.21K	0.04%	446
2022 Q3	$830K	Buy	24,376 +1,381	+6%	+$52.3K	0.05%	431
2022 Q2	$827K	Buy	22,995 +2,672	+13%	+$104K	0.05%	417
2022 Q1	$855K	Buy	+20,323	New	+$856K	0.05%	393
2021 Q3	–	Sell	-7,677	Closed	-$337K	–	832
2021 Q2	$337K	Buy	+7,677	New	+$333K	0.02%	591

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

Vestmark Advisory Solutions's SPSM Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q2 2026, selling an estimated $124K and leaving 18,884 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #939.

Vestmark Advisory Solutions first reported a position in SPSM in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.96M in Q2 2023. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Vestmark Advisory Solutions held 18,884 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.09M as of Q2 2026.
Vestmark Advisory Solutions sold 2,329 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $124K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #939 holding.
Vestmark Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2021 and has held it in 9 quarters since.
Vestmark Advisory Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.96M in Q2 2023.
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 Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.