James T. Borello RIA’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

James T. Borello RIA’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	$5.98M	Sell	113,137 -81	-0.1%	-$4.56K	1.24%	19
2026 Q2	$6.53M	Sell	113,218 -1,330	-1%	-$71K	1.41%	16
2026 Q1	$5.53M	Sell	114,548 -785	-0.7%	-$38.9K	1.4%	17
2025 Q4	$5.4M	Sell	115,333 -2,917	-2%	-$136K	1.39%	16
2025 Q3	$5.48M	Sell	118,250 -9,044	-7%	-$406K	1.48%	16
2025 Q2	$5.42M	Sell	127,294 -804	-0.6%	-$32.4K	1.58%	17
2025 Q1	$5.22M	Buy	128,098 +16	+0%	+$705	1.68%	17
2024 Q4	$5.75M	Sell	128,082 -1,780	-1%	-$82.8K	2.14%	14
2024 Q3	$5.91M	Sell	129,862 -8,535	-6%	-$375K	2.4%	11
2024 Q2	$5.75M	Sell	138,397 -3,824	-3%	-$159K	2.54%	11
2024 Q1	$6.12M	Buy	142,221 +45,244	+47%	+$1.87M	2.79%	11
2023 Q4	$4.09M	Buy	+96,977	New	+$3.65M	3.34%	8

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's SPSM Position: Q3 2026 in Review

James T. Borello RIA reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.07% in Q3 2026, selling an estimated $4.56K and leaving 113,137 shares worth $5.98M. The position accounts for 1.24% of the portfolio, ranked #19.

James T. Borello RIA first reported a position in SPSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.53M in Q2 2026. 175 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

James T. Borello RIA held 113,137 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.98M as of Q3 2026.
James T. Borello RIA sold 81 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $4.56K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.24% of James T. Borello RIA's portfolio in Q3 2026, its #19 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6.53M in Q2 2026.
175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.