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

Avior 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 		$32.2M Buy
558,732
+8,770
+2% +$468K 0.85% 29
2026
Q1 		$26.6M Buy
549,962
+9,585
+2% +$474K 0.75% 31
2025
Q4 		$25.3M Buy
540,377
+20,959
+4% +$977K 0.79% 32
2025
Q3 		$24.1M Buy
519,418
+22,839
+5% +$1.02M 0.78% 33
2025
Q2 		$21.2M Buy
496,579
+11,617
+2% +$468K 0.73% 36
2025
Q1 		$19.8M Buy
484,962
+9,668
+2% +$426K 0.75% 37
2024
Q4 		$21.4M Buy
475,294
+7,894
+2% +$367K 0.78% 31
2024
Q3 		$21.3M Buy
467,400
+15,882
+4% +$698K 0.85% 29
2024
Q2 		$18.8M Buy
451,518
+136,285
+43% +$5.68M 0.81% 31
2024
Q1 		$13.6M Buy
315,233
+43,042
+16% +$1.78M 0.63% 34
2023
Q4 		$11.5M Buy
272,191
+102,934
+61% +$3.88M 0.7% 30
2023
Q3 		$6.25M Buy
169,257
+13,020
+8% +$507K 0.42% 52
2023
Q2 		$6.07M Buy
156,237
+3,054
+2% +$114K 0.39% 56
2023
Q1 		$5.79M Buy
153,183
+7,018
+5% +$274K 0.4% 55
2022
Q4 		$5.4M Buy
146,165
+969
+0.7% +$36.3K 0.41% 53
2022
Q3 		$4.95M Buy
145,196
+3,047
+2% +$115K 0.41% 50
2022
Q2 		$5.11M Buy
142,149
+1,831
+1% +$71.1K 0.52% 40
2022
Q1 		$5.9M Buy
140,318
+1,900
+1% +$80K 0.51% 37
2021
Q4 		$6.18M Sell
138,418
-125,304
-48% -$5.57M 0.51% 42
2021
Q3 		$11.2M Buy
263,722
+257,845
+4,387% +$11M 0.93% 26
2021
Q2 		$275K Sell
5,877
-899
-13% -$39.1K 0.03% 376
2021
Q1 		$286K Sell
6,776
-2,380
-26% -$97K 0.03% 368
2020
Q4 		$327K Buy
9,156
+41
+0.4% +$1.31K 0.04% 337
2020
Q3 		$249K Sell
9,115
-462
-5% -$12.9K 0.04% 350
2020
Q2 		$254K Buy
9,577
+504
+6% +$12.4K 0.04% 356
2020
Q1 		$198K Buy
9,073
+695
+8% +$20.1K 0.04% 344
2019
Q4 		$273K Buy
8,378
+137
+2% +$4.28K 0.04% 336
2019
Q3 		$247K Buy
8,241
+1,881
+30% +$56.7K 0.04% 337
2019
Q2 		$195K Buy
6,360
+1,550
+32% +$47.1K 0.04% 359
2019
Q1 		$145K Buy
4,810
+2,798
+139% +$83.1K 0.03% 377
2018
Q4 		$53K Buy
2,012
+1,118
+125% +$33K 0.01% 469
2018
Q3 		$30K Buy
894
+8
+0.9% +$266 0.01% 519
2018
Q2 		$29K Buy
886
+457
+107% +$14.4K 0.01% 517
2018
Q1 		$13K Buy
+429
New +$13.1K ﹤0.01% 565

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

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

Avior Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.6% in Q2 2026, buying an estimated $468K and bringing the position to 558,732 shares worth $32.2M. The position accounts for 0.85% of the portfolio, ranked #29.

Avior Wealth Management first reported a position in SPSM in Q1 2018 and has held it in 34 quarters since. 302 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Avior Wealth Management held 558,732 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $32.2M as of Q2 2026.
  • Avior Wealth Management bought 8,770 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $468K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.85% of Avior Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Avior Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • 302 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.