SPSM — SPDR PORTFOLIO SMALL CAP ETF

Ownership history in VICUS CAPITAL · 25 quarters on record

This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in SPDR PORTFOLIO SMALL CAP ETF (SPSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

2.2% (2025 Q4)

Avg. % of fund

0.22%

First filed

2019 Q1

Last filed

2025 Q4

Quarters held

25

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	626,745	+175,402	+38.9%	2.20%	$29.4M	$46.86
2025 Q3	ADDED	451,343	+426,829	+1741.2%	1.60%	$20.9M	$46.09
2025 Q2	ADDED	24,514	+15,265	+165.0%	0.09%	$1.0M	$42.22
2025 Q1	ADDED	9,249	+426	+4.8%	0.04%	$377K	$40.22

% of Fund (quarterly) SPSM price (monthly, adj. close)

Other funds also holding SPSM

As of 2025 Q4 — sorted by position size

Pinnacle Wealth Planning Services, Inc. 3Y 7Y 8.85% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 8.0% Taylor & Morgan Wealth Management, LLC 3Y 7.28% Compton Financial Group, LLC 3Y 6.43% MASON STREET ADVISORS, LLC 3Y 7Y 5.97% TPG Financial Advisors, LLC 3Y 7Y 4.99% Strategic Financial Planning, Inc. 3Y 4.76% Peterson Wealth Advisors, LLC 3Y 7Y 4.49% Montz Harcus Wealth Management LLC 3Y 4.49% Evernest Financial Advisors, LLC 4.31%

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