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

21 West 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	$2.11M	Sell	36,561 -659	-2%	-$35.2K	1.8%	22
2026 Q1	$1.8M	Sell	37,220 -1,015	-3%	-$50.2K	1.67%	24
2025 Q4	$1.79M	Buy	38,235 +806	+2%	+$37.6K	1.64%	24
2025 Q3	$1.73M	Buy	37,429 +1,297	+4%	+$58.2K	1.64%	23
2025 Q2	$1.54M	Buy	+36,132	New	+$1.46M	1.55%	26

Other funds holding SPSM

CCWA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

21 West Wealth Management's SPSM Position: Q2 2026 in Review

21 West Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.8% in Q2 2026, selling an estimated $35.2K and leaving 36,561 shares worth $2.11M. The position accounts for 1.8% of the portfolio, ranked #22.

21 West Wealth Management first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

21 West Wealth Management held 36,561 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.11M as of Q2 2026.
21 West Wealth Management sold 659 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $35.2K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.8% of 21 West Wealth Management's portfolio in Q2 2026, its #22 holding.
21 West Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
190 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.