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

Vima LLC’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 Q3	$61.8K	Hold	1,169	–	–	0.06%	147
2026 Q2	$67.4K	Buy	+1,169	New	+$62.4K	0.07%	140
2024 Q1	–	Sell	-1,169	Closed	-$49.3K	–	492
2023 Q4	$49.3K	Buy	+1,169	New	+$44K	0.11%	122

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Vima LLC's SPSM Position: Q3 2026 in Review

Vima LLC held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 1,169 shares worth $61.8K. The position accounts for 0.06% of the portfolio, ranked #147.

Vima LLC first reported a position in SPSM in Q4 2023 and has held it in 3 quarters since. The position peaked at $67.4K in Q2 2026. 459 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Vima LLC held 1,169 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $61.8K as of Q3 2026.
Vima LLC left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Vima LLC's portfolio in Q3 2026, its #147 holding.
Vima LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 3 quarters since.
Vima LLC's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $67.4K in Q2 2026.
459 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.