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

William Mack & 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	$419K	Hold	7,260	–	–	0.15%	60
2026 Q1	$351K	Hold	7,260	–	–	0.2%	49
2025 Q4	$340K	Hold	7,260	–	–	0.16%	56
2025 Q3	$336K	Hold	7,260	–	–	0.18%	56
2025 Q2	$309K	Hold	7,260	–	–	0.2%	57
2025 Q1	$296K	Hold	7,260	–	–	0.25%	53
2024 Q4	$326K	Buy	+7,260	New	+$338K	0.34%	43

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

William Mack & Associates's SPSM Position: Q2 2026 in Review

William Mack & Associates held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 7,260 shares worth $419K. The position accounts for 0.15% of the portfolio, ranked #60.

William Mack & Associates first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

William Mack & Associates held 7,260 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $419K as of Q2 2026.
William Mack & Associates left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.15% of William Mack & Associates's portfolio in Q2 2026, its #60 holding.
William Mack & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
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 William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.