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

Walsh & Associates’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 		$62.8K Buy
1,088
+100
+10% +$5.34K 0.05% 108
2026
Q1 		$47.8K Buy
988
+250
+34% +$12.4K 0.05% 111
2025
Q4 		$34.6K Buy
+738
New +$34.4K 0.03% 132

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walsh & Associates's SPSM Position: Q2 2026 in Review

Walsh & Associates increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q2 2026, buying an estimated $5.34K and bringing the position to 1,088 shares worth $62.8K. The position accounts for 0.05% of the portfolio, ranked #108.

Walsh & Associates first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,041 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Walsh & Associates held 1,088 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $62.8K as of Q2 2026.
  • Walsh & Associates bought 100 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $5.34K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Walsh & Associates's portfolio in Q2 2026, its #108 holding.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,041 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.