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

Aprio 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	$2.25M	Buy	42,528 +26,460	+165%	+$1.49M	0.1%	141
2026 Q2	$927K	Buy	16,068 +11,188	+229%	+$597K	0.05%	249
2026 Q1	$236K	Buy	+4,880	New	+$242K	0.01%	560

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

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

Aprio Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 165% in Q3 2026, buying an estimated $1.49M and bringing the position to 42,528 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #141.

Aprio Wealth Management first reported a position in SPSM in Q1 2026 and has held it in 3 quarters since. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Aprio Wealth Management held 42,528 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.25M as of Q3 2026.
Aprio Wealth Management bought 26,460 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $1.49M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of Aprio Wealth Management's portfolio in Q3 2026, its #141 holding.
Aprio Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.