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Apeiron RIA’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Apeiron RIA’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 		$427K Buy
8,028
+611
+8% +$34.4K 0.1% 93
2026
Q2 		$428K Buy
7,417
+701
+10% +$37.4K 0.11% 109
2026
Q1 		$324K Buy
6,716
+1,005
+18% +$49.7K 0.08% 155
2025
Q4 		$286K Buy
5,711
+465
+9% +$21.7K 0.06% 173
2025
Q3 		$238K Buy
5,246
+194
+4% +$8.7K 0.05% 192
2025
Q2 		$215K Buy
+5,052
New +$204K 0.06% 197

Other funds holding SPSM

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

Apeiron RIA's SPSM Position: Q3 2026 in Review

Apeiron RIA increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.2% in Q3 2026, buying an estimated $34.4K and bringing the position to 8,028 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #93.

Apeiron RIA first reported a position in SPSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $428K in Q2 2026. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Apeiron RIA held 8,028 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $427K as of Q3 2026.
  • Apeiron RIA bought 611 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $34.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Apeiron RIA's portfolio in Q3 2026, its #93 holding.
  • Apeiron RIA first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Apeiron RIA's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $428K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.