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

Axis Wealth Partners’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	$1.09M	Sell	18,930 -268	-1%	-$14.3K	0.52%	57
2026 Q1	$928K	Buy	19,198 +81	+0.4%	+$4.01K	0.49%	60
2025 Q4	$896K	Sell	19,117 -5	-0%	-$233	0.49%	60
2025 Q3	$886K	Buy	19,122 +136	+0.7%	+$6.1K	0.52%	56
2025 Q2	$809K	Buy	18,986 +653	+4%	+$26.3K	0.53%	55
2025 Q1	$747K	Buy	18,333 +223	+1%	+$9.82K	0.55%	55
2024 Q4	$814K	Buy	+18,110	New	+$842K	0.69%	45

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

Axis Wealth Partners's SPSM Position: Q2 2026 in Review

Axis Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q2 2026, selling an estimated $14.3K and leaving 18,930 shares worth $1.09M. The position accounts for 0.52% of the portfolio, ranked #57.

Axis Wealth Partners first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Axis Wealth Partners held 18,930 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.09M as of Q2 2026.
Axis Wealth Partners sold 268 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $14.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.52% of Axis Wealth Partners's portfolio in Q2 2026, its #57 holding.
Axis Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 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 Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.