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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.81M Buy
31,370
+5,982
+24% +$319K 0.2% 37
2026
Q1
$1.23M Buy
25,388
+4,365
+21% +$216K 0.15% 40
2025
Q4
$985K Buy
21,023
+3,196
+18% +$149K 0.13% 44
2025
Q3
$826K Buy
17,827
+283
+2% +$12.7K 0.11% 42
2025
Q2
$747K Buy
17,544
+2,661
+18% +$107K 0.11% 41
2025
Q1
$607K Buy
14,883
+567
+4% +$25K 0.1% 41
2024
Q4
$643K Buy
14,316
+633
+5% +$29.4K 0.1% 38
2024
Q3
$623K Sell
13,683
-199
-1% -$8.74K 0.09% 40
2024
Q2
$577K Buy
13,882
+144
+1% +$6K 0.09% 44
2024
Q1
$591K Buy
13,738
+1,347
+11% +$55.7K 0.09% 42
2023
Q4
$523K Buy
12,391
+1,751
+16% +$66K 0.09% 41
2023
Q3
$393K Sell
10,640
-161
-1% -$6.27K 0.06% 45
2023
Q2
$420K Buy
+10,801
New +$401K 0.07% 48

Other funds holding SPSM

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

Alaska Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 24% in Q2 2026, buying an estimated $319K and bringing the position to 31,370 shares worth $1.81M. The position accounts for 0.2% of the portfolio, ranked #37.

Alaska Wealth Advisors first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Alaska Wealth Advisors held 31,370 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.81M as of Q2 2026.
  • Alaska Wealth Advisors bought 5,982 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $319K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.2% of Alaska Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Alaska Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.