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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return