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

Alliance Wealth Management Group’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 		$1.88M Sell
32,540
-1,309
-4% -$69.9K 0.37% 39
2026
Q1 		$1.64M Buy
33,849
+109
+0.3% +$5.4K 0.36% 41
2025
Q4 		$1.58M Sell
33,740
-6,755
-17% -$315K 0.35% 40
2025
Q3 		$1.88M Sell
40,495
-5,739
-12% -$257K 0.42% 38
2025
Q2 		$1.97M Buy
46,234
+3,384
+8% +$136K 0.5% 37
2025
Q1 		$1.75M Sell
42,850
-235
-0.5% -$10.4K 0.47% 37
2024
Q4 		$1.94M Sell
43,085
-2,934
-6% -$136K 0.52% 37
2024
Q3 		$2.09M Buy
46,019
+2,412
+6% +$106K 0.56% 36
2024
Q2 		$1.81M Sell
43,607
-3,755
-8% -$156K 0.52% 37
2024
Q1 		$2.04M Sell
47,362
-3,481
-7% -$144K 0.6% 37
2023
Q4 		$2.14M Buy
+50,843
New +$1.92M 0.67% 32
2023
Q2 		$1.94M Buy
49,901
+1,075
+2% +$40K 0.63% 32
2023
Q1 		$1.84M Sell
48,826
-307
-0.6% -$12K 0.63% 33
2022
Q4 		$1.82M Sell
49,133
-1,143
-2% -$42.8K 0.66% 34
2022
Q3 		$1.71M Buy
50,276
+2,026
+4% +$76.7K 0.67% 33
2022
Q2 		$1.74M Buy
48,250
+195
+0.4% +$7.57K 0.64% 31
2022
Q1 		$2.02M Sell
48,055
-1,318
-3% -$55.5K 0.66% 31
2021
Q4 		$2.21M Buy
49,373
+1,780
+4% +$79.1K 0.68% 30
2021
Q3 		$2.03M Buy
47,593
+1,010
+2% +$43.3K 0.66% 30
2021
Q2 		$2.05M Sell
46,583
-1,256
-3% -$54.6K 0.68% 27
2021
Q1 		$2.02M Sell
47,839
-2,900
-6% -$118K 0.76% 24
2020
Q4 		$1.82M Sell
50,739
-1,330
-3% -$42.6K 0.72% 25
2020
Q3 		$1.43M Sell
52,069
-7,170
-12% -$200K 0.61% 27
2020
Q2 		$1.57M Buy
59,239
+14,732
+33% +$362K 0.72% 26
2020
Q1 		$972K Sell
44,507
-550
-1% -$15.9K 0.52% 29
2019
Q4 		$1.47M Buy
45,057
+899
+2% +$28.1K 0.66% 26
2019
Q3 		$1.32M Buy
44,158
+2,632
+6% +$79.4K 0.64% 27
2019
Q2 		$1.27M Sell
41,526
-1,838
-4% -$55.9K 0.62% 28
2019
Q1 		$1.31M Buy
43,364
+3,107
+8% +$92.3K 0.7% 28
2018
Q4 		$1.06M Sell
40,257
-748
-2% -$22.1K 0.63% 28
2018
Q3 		$1.36M Sell
41,005
-191
-0.5% -$6.36K 0.74% 28
2018
Q2 		$1.33M Buy
41,196
+976
+2% +$30.7K 0.77% 31
2018
Q1 		$1.2M Sell
40,220
-296
-0.7% -$9.01K 0.56% 37
2017
Q4 		$1.22M Buy
+40,516
New +$1.2M 0.61% 33

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

Alliance Wealth Management Group's SPSM Position: Q2 2026 in Review

Alliance Wealth Management Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.9% in Q2 2026, selling an estimated $69.9K and leaving 32,540 shares worth $1.88M. The position accounts for 0.37% of the portfolio, ranked #39.

Alliance Wealth Management Group first reported a position in SPSM in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.21M in Q4 2021. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Alliance Wealth Management Group held 32,540 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.88M as of Q2 2026.
  • Alliance Wealth Management Group sold 1,309 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $69.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.37% of Alliance Wealth Management Group's portfolio in Q2 2026, its #39 holding.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Alliance Wealth Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.21M in Q4 2021.
  • 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 Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.