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Windsor Capital Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Windsor Capital Management’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
Q3 		$15.8M Buy
299,833
+8,777
+3% +$494K 4.08% 6
2026
Q2 		$16.8M Sell
291,056
-996
-0.3% -$53.2K 4.36% 6
2026
Q1 		$14.1M Sell
292,052
-4,903
-2% -$243K 3.98% 6
2025
Q4 		$13.9M Sell
296,955
-243
-0.1% -$11.3K 3.84% 6
2025
Q3 		$13.8M Buy
297,198
+8,652
+3% +$388K 3.8% 6
2025
Q2 		$12.3M Buy
288,546
+22,659
+9% +$914K 3.58% 6
2025
Q1 		$10.8M Buy
265,887
+8,235
+3% +$363K 3.33% 8
2024
Q4 		$11.6M Sell
257,652
-1,411
-0.5% -$65.6K 3.43% 7
2024
Q3 		$11.8M Buy
259,063
+1,106
+0.4% +$48.6K 3.42% 7
2024
Q2 		$10.7M Buy
257,957
+5,832
+2% +$243K 3.32% 7
2024
Q1 		$10.9M Buy
252,125
+4,144
+2% +$171K 3.37% 6
2023
Q4 		$10.5M Buy
247,981
+1,755
+0.7% +$66.1K 3.42% 8
2023
Q3 		$9.09M Buy
246,226
+441
+0.2% +$17.2K 3.14% 9
2023
Q2 		$9.55M Buy
245,785
+11,194
+5% +$416K 3.16% 10
2023
Q1 		$8.86M Buy
234,591
+6,981
+3% +$273K 3.05% 10
2022
Q4 		$8.41M Sell
227,610
-4,523
-2% -$169K 3.06% 11
2022
Q3 		$7.91M Buy
232,133
+6,113
+3% +$231K 2.96% 11
2022
Q2 		$8.13M Buy
226,020
+7,352
+3% +$285K 2.9% 12
2022
Q1 		$9.2M Buy
218,668
+3,966
+2% +$167K 2.86% 8
2021
Q4 		$9.6M Buy
214,702
+9,755
+5% +$434K 2.89% 8
2021
Q3 		$8.73M Buy
204,947
+8,752
+4% +$375K 2.8% 13
2021
Q2 		$8.62M Buy
196,195
+2,848
+1% +$124K 2.85% 12
2021
Q1 		$8.17M Sell
193,347
-5,438
-3% -$222K 2.83% 11
2020
Q4 		$7.12M Buy
198,785
+4,034
+2% +$129K 2.66% 12
2020
Q3 		$5.33M Buy
194,751
+2,341
+1% +$65.3K 2.23% 17
2020
Q2 		$5.11M Buy
192,410
+30,673
+19% +$754K 2.2% 16
2020
Q1 		$3.53M Buy
161,737
+16,102
+11% +$467K 1.79% 18
2019
Q4 		$4.75M Buy
145,635
+13,252
+10% +$414K 2% 15
2019
Q3 		$3.97M Buy
132,383
+28,531
+27% +$861K 1.77% 16
2019
Q2 		$3.18M Buy
103,852
+5,006
+5% +$152K 1.46% 20
2019
Q1 		$2.99M Buy
98,846
+7,699
+8% +$229K 1.41% 20
2018
Q4 		$2.4M Buy
91,147
+10,811
+13% +$319K 1.24% 23
2018
Q3 		$2.67M Buy
80,336
+8,888
+12% +$296K 1.21% 23
2018
Q2 		$2.31M Buy
71,448
+8,071
+13% +$254K 1.07% 25
2018
Q1 		$1.9M Buy
+63,377
New +$1.93M 0.89% 27

Other funds holding SPSM

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Windsor Capital Management's SPSM Position: Q3 2026 in Review

Windsor Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q3 2026, buying an estimated $494K and bringing the position to 299,833 shares worth $15.8M. The position accounts for 4.08% of the portfolio, ranked #6.

Windsor Capital Management first reported a position in SPSM in Q1 2018 and has held it in 35 quarters since. The position peaked at $16.8M in Q2 2026. 93 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Windsor Capital Management held 299,833 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $15.8M as of Q3 2026.
  • Windsor Capital Management bought 8,777 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $494K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 4.08% of Windsor Capital Management's portfolio in Q3 2026, its #6 holding.
  • Windsor Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 35 quarters since.
  • Windsor Capital Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16.8M in Q2 2026.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.