Voisard Asset Management Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Voisard Asset Management Group’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	$597K	Sell	10,346 -167	-2%	-$8.92K	0.11%	59
2026 Q1	$508K	Sell	10,513 -1,180	-10%	-$58.4K	0.11%	63
2025 Q4	$548K	Sell	11,693 -1,412	-11%	-$65.8K	0.12%	58
2025 Q3	$607K	Sell	13,105 -9,828	-43%	-$441K	0.14%	52
2025 Q2	$977K	Sell	22,933 -25,578	-53%	-$1.03M	0.25%	38
2025 Q1	$1.98M	Sell	48,511 -35,960	-43%	-$1.58M	0.58%	21
2024 Q4	$3.79M	Sell	84,471 -91,703	-52%	-$4.27M	1.27%	18
2024 Q3	$8.02M	Buy	176,174 +3,151	+2%	+$138K	3.34%	9
2024 Q2	$7.19M	Buy	173,023 +7,400	+4%	+$308K	3.51%	9
2024 Q1	$7.13M	Buy	165,623 +5,906	+4%	+$244K	4.01%	7
2023 Q4	$6.74M	Buy	+159,717	New	+$6.02M	4.05%	7

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

Voisard Asset Management Group's SPSM Position: Q2 2026 in Review

Voisard Asset Management Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q2 2026, selling an estimated $8.92K and leaving 10,346 shares worth $597K. The position accounts for 0.11% of the portfolio, ranked #59.

Voisard Asset Management Group first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.02M in Q3 2024. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Voisard Asset Management Group held 10,346 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $597K as of Q2 2026.
Voisard Asset Management Group sold 167 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.92K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Voisard Asset Management Group's portfolio in Q2 2026, its #59 holding.
Voisard Asset Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $8.02M in Q3 2024.
1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.