AWC
SPSM icon

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

Adamsbrown Wealth Consultants’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 		$942K Buy
16,336
+266
+2% +$14.2K 0.18% 56
2026
Q1 		$777K Buy
16,070
+137
+0.9% +$6.78K 0.21% 51
2025
Q4 		$747K Sell
15,933
-430
-3% -$20.1K 0.21% 48
2025
Q3 		$758K Sell
16,363
-237
-1% -$10.6K 0.21% 44
2025
Q2 		$707K Buy
16,600
+58
+0.4% +$2.34K 0.21% 43
2025
Q1 		$674K Sell
16,542
-1,122
-6% -$49.4K 0.21% 40
2024
Q4 		$793K Sell
17,664
-1,436
-8% -$66.8K 0.27% 34
2024
Q3 		$869K Sell
19,100
-2,881
-13% -$127K 0.3% 33
2024
Q2 		$913K Sell
21,981
-2,936
-12% -$122K 0.36% 29
2024
Q1 		$1.07M Sell
24,917
-894
-3% -$37K 0.43% 28
2023
Q4 		$1.09M Sell
25,811
-16,954
-40% -$639K 0.47% 23
2023
Q3 		$1.58M Sell
42,765
-196,733
-82% -$7.66M 0.78% 20
2023
Q2 		$9.3M Buy
239,498
+35,835
+18% +$1.33M 4.91% 6
2023
Q1 		$7.69M Buy
203,663
+8,665
+4% +$338K 4.43% 7
2022
Q4 		$7.21M Buy
194,998
+32,683
+20% +$1.22M 4.38% 7
2022
Q3 		$5.53M Buy
162,315
+23,160
+17% +$877K 4.21% 5
2022
Q2 		$5.01M Buy
139,155
+40,390
+41% +$1.57M 3.94% 8
2022
Q1 		$4.16M Buy
98,765
+28,592
+41% +$1.2M 3.29% 7
2021
Q4 		$3.14M Buy
+70,173
New +$3.12M 2.83% 8

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
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
KW
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Adamsbrown Wealth Consultants's SPSM Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.7% in Q2 2026, buying an estimated $14.2K and bringing the position to 16,336 shares worth $942K. The position accounts for 0.18% of the portfolio, ranked #56.

Adamsbrown Wealth Consultants first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.3M in Q2 2023. 180 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Adamsbrown Wealth Consultants held 16,336 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $942K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 266 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $14.2K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.18% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #56 holding.
  • Adamsbrown Wealth Consultants first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Adamsbrown Wealth Consultants's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $9.3M in Q2 2023.
  • 180 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.