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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$501K Buy
8,683
+125
+1% +$6.67K 0.31% 40
2026
Q1
$414K Buy
+8,558
New +$424K 0.29% 44

Other funds holding SPSM

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

Aureum Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.5% in Q2 2026, buying an estimated $6.67K and bringing the position to 8,683 shares worth $501K. The position accounts for 0.31% of the portfolio, ranked #40.

Aureum Wealth Management first reported a position in SPSM in Q1 2026 and has held it in 2 quarters since. 1,043 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Aureum Wealth Management held 8,683 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $501K as of Q2 2026.
  • Aureum Wealth Management bought 125 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.67K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.31% of Aureum Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Aureum 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 2 quarters since.
  • 1,043 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.