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

Vise Technologies’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	$2.02M	Buy	35,014 +11,895	+51%	+$635K	0.02%	537
2026 Q1	$1.08M	Hold	23,119	–	–	0.02%	560
2025 Q4	$1.08M	Buy	23,119 +7,002	+43%	+$327K	0.02%	564
2025 Q3	$747K	Sell	16,117 -1,267	-7%	-$56.8K	0.03%	511
2025 Q2	$741K	Buy	+17,384	New	+$701K	0.03%	511
2024 Q4	$494K	Buy	10,998 +196	+2%	+$9.12K	0.04%	440
2024 Q3	$492K	Sell	10,802 -977	-8%	-$42.9K	0.06%	306
2024 Q2	$489K	Buy	11,779 +4,486	+62%	+$187K	0.09%	228
2024 Q1	$314K	Buy	7,293 +2,028	+39%	+$83.8K	0.06%	282
2023 Q4	$222K	Buy	+5,265	New	+$198K	0.05%	325

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

Vise Technologies's SPSM Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 51% in Q2 2026, buying an estimated $635K and bringing the position to 35,014 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #537.

Vise Technologies first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Vise Technologies held 35,014 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.02M as of Q2 2026.
Vise Technologies bought 11,895 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $635K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #537 holding.
Vise Technologies first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
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 Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.