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BOLTON SECURITIES CORPORATION’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$38.3K Buy
+725
New +$40.8K ﹤0.01% 1425

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPSM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 725 shares worth $38.3K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings.

931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 725 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $38.3K as of Q3 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1425 holding.
  • 931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.