1900 Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

1900 Wealth 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 Q2	$9.6M	Buy	166,527 +82,264	+98%	+$4.39M	0.53%	27
2026 Q1	$4.07M	Sell	84,263 -2,736	-3%	-$135K	0.26%	54
2025 Q4	$4.08M	Sell	86,999 -790	-0.9%	-$36.8K	0.26%	54
2025 Q3	$4.07M	Sell	87,789 -6,476	-7%	-$290K	0.28%	51
2025 Q2	$4.02M	Sell	94,265 -19,449	-17%	-$784K	0.3%	49
2025 Q1	$4.63M	Sell	113,714 -35,281	-24%	-$1.55M	0.39%	46
2024 Q4	$6.69M	Sell	148,995 -20,239	-12%	-$941K	0.56%	32
2024 Q3	$7.7M	Sell	169,234 -6,415	-4%	-$282K	0.66%	28
2024 Q2	$7.29M	Sell	175,649 -28,894	-14%	-$1.2M	0.68%	28
2024 Q1	$8.8M	Sell	204,543 -136,700	-40%	-$5.65M	0.8%	24
2023 Q4	$14.4M	Buy	341,243 +171,298	+101%	+$6.45M	1.32%	18
2023 Q3	$6.27M	Buy	169,945 +4,088	+2%	+$159K	0.63%	43
2023 Q2	$6.44M	Buy	+165,857	New	+$6.16M	0.66%	42

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1900 Wealth Management's SPSM Position: Q2 2026 in Review

1900 Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 98% in Q2 2026, buying an estimated $4.39M and bringing the position to 166,527 shares worth $9.6M. The position accounts for 0.53% of the portfolio, ranked #27.

1900 Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.4M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

1900 Wealth Management held 166,527 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.6M as of Q2 2026.
1900 Wealth Management bought 82,264 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.39M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.53% of 1900 Wealth Management's portfolio in Q2 2026, its #27 holding.
1900 Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
1900 Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $14.4M in Q4 2023.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.