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

Welch & Forbes’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	$329K	Sell	5,700 -1,563	-22%	-$83.5K	﹤0.01%	327
2026 Q1	$351K	Hold	7,263	–	–	﹤0.01%	309
2025 Q4	$340K	Hold	7,263	–	–	﹤0.01%	311
2025 Q3	$336K	Sell	7,263 -222	-3%	-$9.95K	﹤0.01%	319
2025 Q2	$319K	Buy	7,485 +187	+3%	+$7.54K	﹤0.01%	318
2025 Q1	$297K	Hold	7,298	–	–	﹤0.01%	320
2024 Q4	$328K	Buy	7,298 +176	+2%	+$8.19K	﹤0.01%	318
2024 Q3	$324K	Hold	7,122	–	–	﹤0.01%	329
2024 Q2	$292K	Sell	7,122 -3	-0%	-$125	﹤0.01%	330
2024 Q1	$307K	Sell	7,125 -1,333	-16%	-$55.1K	﹤0.01%	329
2023 Q4	$357K	Sell	8,458 -116	-1%	-$4.37K	0.01%	315
2023 Q3	$316K	Sell	8,574 -2,573	-23%	-$100K	0.01%	322
2023 Q2	$433K	Buy	+11,147	New	+$414K	0.01%	296

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

Welch & Forbes's SPSM Position: Q2 2026 in Review

Welch & Forbes reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 22% in Q2 2026, selling an estimated $83.5K and leaving 5,700 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Welch & Forbes first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $433K in Q2 2023. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Welch & Forbes held 5,700 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $329K as of Q2 2026.
Welch & Forbes sold 1,563 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $83.5K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #327 holding.
Welch & Forbes first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
Welch & Forbes's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $433K in Q2 2023.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.