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

Adams 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 		– Sell
-6,132
Closed -$296K – 153
2026
Q1 		$296K Hold
6,132
– – 0.07% 128
2025
Q4 		$287K Sell
6,132
-375
-6% -$17.5K 0.06% 138
2025
Q3 		$301K Sell
6,507
-28,422
-81% -$1.27M 0.06% 132
2025
Q2 		$1.49M Buy
34,929
+12,362
+55% +$498K 0.28% 65
2025
Q1 		$920K Buy
22,567
+8,464
+60% +$373K 0.18% 73
2024
Q4 		$634K Buy
14,103
+574
+4% +$26.7K 0.12% 85
2024
Q3 		$616K Sell
13,529
-15
-0.1% -$659 0.13% 77
2024
Q2 		$562K Buy
13,544
+1,427
+12% +$59.5K 0.13% 76
2024
Q1 		$522K Buy
+12,117
New +$501K 0.13% 80
2023
Q3 		– Sell
-8,192
Closed -$318K – 105
2023
Q2 		$318K Sell
8,192
-5,427
-40% -$202K 0.1% 84
2023
Q1 		$514K Buy
+13,619
New +$532K 0.17% 81

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Adams Wealth Management sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 6,132 shares — an estimated $296K sold.

Adams Wealth Management first reported a position in SPSM in Q1 2023 and held it in 11 quarters. The position peaked at $1.49M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Adams Wealth Management reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Adams Wealth Management sold 6,132 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $296K.
  • Adams Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and held it in 11 quarters.
  • Adams Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.49M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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