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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adams Wealth Management's SPSM Position: Q1 2026 in Review

Adams Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 6,132 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #128.

Adams Wealth Management first reported a position in SPSM in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q2 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Adams Wealth Management held 6,132 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $296K as of Q1 2026.
Adams Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Adams Wealth Management's portfolio in Q1 2026, its #128 holding.
Adams Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 11 quarters since.
Adams Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.49M in Q2 2025.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.