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 Q3	$9.49M	Buy	179,586 +13,059	+8%	+$735K	0.51%	29
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

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 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

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 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

1900 Wealth Management's SPSM Position: Q3 2026 in Review

1900 Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.8% in Q3 2026, buying an estimated $735K and bringing the position to 179,586 shares worth $9.49M. The position accounts for 0.51% of the portfolio, ranked #29.

1900 Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $14.4M in Q4 2023. 93 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

1900 Wealth Management held 179,586 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.49M as of Q3 2026.
1900 Wealth Management bought 13,059 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $735K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.51% of 1900 Wealth Management's portfolio in Q3 2026, its #29 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 14 quarters since.
1900 Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $14.4M in Q4 2023.
93 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.