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

Apollon Wealth Management’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
Q1 		$2.55M Buy
52,685
+6,349
+14% +$314K 0.04% 337
2025
Q4 		$2.17M Buy
46,336
+3,295
+8% +$154K 0.04% 359
2025
Q3 		$1.99M Buy
43,041
+21,549
+100% +$966K 0.04% 381
2025
Q2 		$916K Buy
21,492
+12,195
+131% +$492K 0.02% 576
2025
Q1 		$379K Buy
9,297
+190
+2% +$8.37K 0.01% 860
2024
Q4 		$409K Buy
9,107
+3,411
+60% +$159K 0.01% 825
2024
Q3 		$259K Buy
5,696
+24
+0.4% +$1.05K 0.01% 961
2024
Q2 		$236K Buy
5,672
+294
+5% +$12.3K 0.01% 946
2024
Q1 		$231K Sell
5,378
-194
-3% -$8.02K 0.01% 975
2023
Q4 		$235K Buy
+5,572
New +$210K 0.01% 935
2023
Q3 		– Sell
-11,859
Closed -$461K – 988
2023
Q2 		$461K Buy
+11,859
New +$441K 0.02% 614

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apollon Wealth Management's SPSM Position: Q1 2026 in Review

Apollon Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q1 2026, buying an estimated $314K and bringing the position to 52,685 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #337.

Apollon Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 11 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Apollon Wealth Management held 52,685 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.55M as of Q1 2026.
  • Apollon Wealth Management bought 6,349 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $314K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #337 holding.
  • Apollon Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 11 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.