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 Q3	$4.5M	Buy	85,134 +28,089	+49%	+$1.58M	0.05%	291
2026 Q2	$3.29M	Buy	57,045 +4,360	+8%	+$233K	0.04%	374
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Apollon Wealth Management's SPSM Position: Q3 2026 in Review

Apollon Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 49% in Q3 2026, buying an estimated $1.58M and bringing the position to 85,134 shares worth $4.5M. The position accounts for 0.05% of the portfolio, ranked #291.

Apollon Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Apollon Wealth Management held 85,134 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.5M as of Q3 2026.
Apollon Wealth Management bought 28,089 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $1.58M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Apollon Wealth Management's portfolio in Q3 2026, its #291 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 13 quarters since.
931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.