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 Q3	$294K	Buy	5,562 +1,878	+51%	+$106K	0.02%	174
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Amplius Wealth Advisors's SPSM Position: Q3 2026 in Review

Amplius Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 51% in Q3 2026, buying an estimated $106K and bringing the position to 5,562 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #174.

Amplius Wealth Advisors first reported a position in SPSM in Q4 2022 and has held it in 12 quarters since. The position peaked at $29.5M in Q2 2023. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Amplius Wealth Advisors held 5,562 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $294K as of Q3 2026.
Amplius Wealth Advisors bought 1,878 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $106K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #174 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 12 quarters since.
Amplius Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $29.5M in Q2 2023.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.