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

Abound 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 		$152K Buy
2,642
+58
+2% +$3.1K 0.03% 122
2026
Q1 		$125K Buy
2,584
+479
+23% +$23.7K 0.03% 127
2025
Q4 		$98.7K Hold
2,105
– – 0.02% 140
2025
Q3 		$97.5K Hold
2,105
– – 0.02% 138
2025
Q2 		$89.7K Hold
2,105
– – 0.03% 136
2025
Q1 		$85.8K Buy
+2,105
New +$92.7K 0.03% 125
2024
Q4 		– Sell
-10
Closed -$458 – 1334
2024
Q3 		$458 Buy
+10
New +$439 ﹤0.01% 887

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Abound Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.2% in Q2 2026, buying an estimated $3.1K and bringing the position to 2,642 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #122.

Abound Wealth Management first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Abound Wealth Management held 2,642 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $152K as of Q2 2026.
  • Abound Wealth Management bought 58 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $3.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Abound Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.