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 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 $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Apollon Wealth Management's SPSM Position: Q2 2026 in Review

Apollon Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.3% in Q2 2026, buying an estimated $233K and bringing the position to 57,045 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #374.

Apollon Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Apollon Wealth Management held 57,045 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.29M as of Q2 2026.
Apollon Wealth Management bought 4,360 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $233K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #374 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 12 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.