Walkner Condon Financial Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Walkner Condon Financial Advisors’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	$3.22M	Buy	55,849 +863	+2%	+$46.1K	0.37%	56
2026 Q1	$2.66M	Buy	54,986 +1,911	+4%	+$94.6K	0.35%	64
2025 Q4	$2.49M	Buy	53,075 +888	+2%	+$41.4K	0.35%	65
2025 Q3	$2.42M	Sell	52,187 -325	-0.6%	-$14.6K	0.38%	63
2025 Q2	$2.24M	Sell	52,512 -11,528	-18%	-$465K	0.41%	59
2025 Q1	$2.61M	Sell	64,040 -100,084	-61%	-$4.41M	0.53%	48
2024 Q4	$7.37M	Buy	164,124 +4,022	+3%	+$187K	1.5%	14
2024 Q3	$7.28M	Sell	160,102 -10,083	-6%	-$443K	1.49%	13
2024 Q2	$7.07M	Buy	170,185 +2,113	+1%	+$88K	1.53%	13
2024 Q1	$7.23M	Buy	168,072 +19,701	+13%	+$814K	1.53%	13
2023 Q4	$6.26M	Buy	148,371 +16,377	+12%	+$617K	1.43%	18
2023 Q3	$4.87M	Buy	131,994 +6,223	+5%	+$242K	1.29%	21
2023 Q2	$4.88M	Buy	125,771 +2,432	+2%	+$90.4K	1.29%	22
2023 Q1	$4.65M	Buy	123,339 +730	+0.6%	+$28.5K	1.3%	22
2022 Q4	$4.53M	Sell	122,609 -1,948	-2%	-$73K	1.36%	21
2022 Q3	$4.24M	Buy	124,557 +269	+0.2%	+$10.2K	1.37%	21
2022 Q2	$4.47M	Buy	124,288 +8,756	+8%	+$340K	1.4%	18
2022 Q1	$4.86M	Buy	+115,532	New	+$4.86M	1.38%	19
2021 Q3	–	Sell	-99,007	Closed	-$4.34M	–	173
2021 Q2	$4.34M	Sell	99,007 -10,892	-10%	-$473K	1.59%	18
2021 Q1	$4.64M	Sell	109,899 -7,850	-7%	-$320K	1.81%	13
2020 Q4	$4.21M	Buy	117,749 +18,652	+19%	+$597K	1.82%	14
2020 Q3	$2.71M	Buy	99,097 +2,162	+2%	+$60.3K	1.45%	16
2020 Q2	$2.58M	Sell	96,935 -28,405	-23%	-$698K	2.27%	11
2020 Q1	$2.74M	Buy	125,340 +36,114	+40%	+$1.05M	2.92%	10
2019 Q4	$2.91M	Buy	+89,226	New	+$2.79M	2.81%	9

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

Walkner Condon Financial Advisors's SPSM Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q2 2026, buying an estimated $46.1K and bringing the position to 55,849 shares worth $3.22M. The position accounts for 0.37% of the portfolio, ranked #56.

Walkner Condon Financial Advisors first reported a position in SPSM in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.37M in Q4 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Walkner Condon Financial Advisors held 55,849 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.22M as of Q2 2026.
Walkner Condon Financial Advisors bought 863 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $46.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.37% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #56 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 25 quarters since.
Walkner Condon Financial Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.37M in Q4 2024.
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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.