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

AGH Wealth Advisors’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	$2.71M	Buy	46,963 +1,811	+4%	+$96.7K	1.71%	15
2026 Q1	$2.18M	Buy	45,152 +18,772	+71%	+$929K	1.61%	13
2025 Q4	$1.24M	Buy	26,380 +263	+1%	+$12.3K	0.93%	21
2025 Q3	$1.21M	Buy	26,117 +1,990	+8%	+$89.2K	0.89%	24
2025 Q2	$1.03M	Buy	24,127 +155	+0.6%	+$6.25K	0.85%	24
2025 Q1	$978K	Sell	23,972 -716	-3%	-$31.5K	0.94%	23
2024 Q4	$1.11M	Buy	+24,688	New	+$1.15M	1.03%	22

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AGH Wealth Advisors's SPSM Position: Q2 2026 in Review

AGH Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4% in Q2 2026, buying an estimated $96.7K and bringing the position to 46,963 shares worth $2.71M. The position accounts for 1.71% of the portfolio, ranked #15.

AGH Wealth Advisors first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

AGH Wealth Advisors held 46,963 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.71M as of Q2 2026.
AGH Wealth Advisors bought 1,811 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $96.7K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.71% of AGH Wealth Advisors's portfolio in Q2 2026, its #15 holding.
AGH Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.