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

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