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

Amplius 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 		$212K Buy
+3,684
New +$197K 0.02% 202
2025
Q2 		– Sell
-5,831
Closed -$238K – 208
2025
Q1 		$238K Sell
5,831
-663
-10% -$29.2K 0.02% 165
2024
Q4 		$292K Sell
6,494
-5
-0.1% -$233 0.03% 138
2024
Q3 		$296K Sell
6,499
-5,093
-44% -$224K 0.03% 133
2024
Q2 		$481K Sell
11,592
-1
-0% -$42 0.05% 101
2024
Q1 		$499K Sell
11,593
-1,502
-11% -$62.1K 0.06% 98
2023
Q4 		$552K Sell
13,095
-26,378
-67% -$994K 0.07% 91
2023
Q3 		$1.46M Sell
39,473
-719,670
-95% -$28M 0.2% 57
2023
Q2 		$29.5M Sell
759,143
-17,733
-2% -$659K 3.97% 8
2023
Q1 		$29.3M Buy
776,876
+48,150
+7% +$1.88M 4.21% 6
2022
Q4 		$26.9M Buy
+728,726
New +$27.3M 4.3% 6

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Amplius Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,684 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in SPSM as recently as Q1 2025.

Amplius Wealth Advisors first reported a position in SPSM in Q4 2022 and has held it in 11 quarters since. The position peaked at $29.5M in Q2 2023. 190 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Amplius Wealth Advisors held 3,684 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $212K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Amplius Wealth Advisors position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Amplius Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 11 quarters since.
  • Amplius Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $29.5M in Q2 2023.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.