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

Vicus Capital’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 		$39.5M Buy
684,168
+1,298
+0.2% +$69.3K 2.55% 8
2026
Q1 		$33M Buy
682,870
+56,125
+9% +$2.78M 2.43% 10
2025
Q4 		$29.4M Buy
626,745
+175,402
+39% +$8.18M 2.2% 14
2025
Q3 		$20.9M Buy
451,343
+426,829
+1,741% +$19.1M 1.6% 19
2025
Q2 		$1.04M Buy
24,514
+15,265
+165% +$616K 0.09% 95
2025
Q1 		$377K Buy
9,249
+426
+5% +$18.8K 0.04% 168
2024
Q4 		$396K Buy
8,823
+590
+7% +$27.4K 0.04% 158
2024
Q3 		$375K Buy
8,233
+101
+1% +$4.44K 0.03% 160
2024
Q2 		$338K Buy
8,132
+144
+2% +$6K 0.03% 205
2024
Q1 		$344K Buy
7,988
+470
+6% +$19.4K 0.03% 191
2023
Q4 		$317K Sell
7,518
-410
-5% -$15.4K 0.03% 164
2023
Q3 		$293K Buy
7,928
+280
+4% +$10.9K 0.03% 202
2023
Q2 		$297K Sell
7,648
-59
-0.8% -$2.19K 0.03% 171
2023
Q1 		$291K Sell
7,707
-1,208
-14% -$47.2K 0.03% 167
2022
Q4 		$330K Sell
8,915
-226
-2% -$8.46K 0.04% 153
2022
Q3 		$312K Buy
9,141
+318
+4% +$12K 0.04% 167
2022
Q2 		$317K Buy
8,823
+1,691
+24% +$65.6K 0.04% 176
2022
Q1 		$300K Sell
7,132
-167
-2% -$7.03K 0.03% 184
2021
Q4 		$312K Buy
7,299
+1,012
+16% +$45K 0.03% 172
2021
Q3 		$268K Buy
6,287
+546
+10% +$23.4K 0.04% 123
2021
Q2 		$252K Buy
+5,741
New +$249K 0.04% 131
2020
Q4 		– Sell
-3,991
Closed -$109K – 238
2020
Q3 		$109K Buy
+3,991
New +$111K 0.02% 213
2020
Q2 		– Sell
-4,079
Closed -$89K – 213
2020
Q1 		$89K Buy
4,079
+629
+18% +$18.2K 0.02% 183
2019
Q4 		$113K Buy
3,450
+185
+6% +$5.78K 0.02% 202
2019
Q3 		$3.27M Sell
3,265
-90,371
-97% -$2.73M 0.45% 53
2019
Q2 		$3.06M Buy
93,636
+90,749
+3,143% +$2.76M 0.43% 50
2019
Q1 		$873K Buy
+2,887
New +$85.7K 0.14% 103

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

Vicus Capital's SPSM Position: Q2 2026 in Review

Vicus Capital increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.19% in Q2 2026, buying an estimated $69.3K and bringing the position to 684,168 shares worth $39.5M. The position accounts for 2.55% of the portfolio, ranked #8.

Vicus Capital first reported a position in SPSM in Q1 2019 and has held it in 27 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Vicus Capital held 684,168 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $39.5M as of Q2 2026.
  • Vicus Capital bought 1,298 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $69.3K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.55% of Vicus Capital's portfolio in Q2 2026, its #8 holding.
  • Vicus Capital first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2019 and has held it in 27 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.