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

Axxcess 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	$2.08M	Sell	36,012 -2,427	-6%	-$130K	0.03%	386
2026 Q1	$1.86M	Sell	38,439 -24,020	-38%	-$1.19M	0.06%	195
2025 Q4	$2.93M	Sell	62,459 -12,306	-16%	-$574K	0.05%	303
2025 Q3	$3.46M	Buy	74,765 +21,288	+40%	+$955K	0.07%	214
2025 Q2	$2.28M	Buy	53,477 +24,518	+85%	+$989K	0.05%	262
2025 Q1	$1.18M	Sell	28,959 -32,109	-53%	-$1.41M	0.03%	352
2024 Q4	$2.74M	Sell	61,068 -7,134	-10%	-$332K	0.07%	215
2024 Q3	$3.1M	Sell	68,202 -9,864	-13%	-$433K	0.08%	196
2024 Q2	$3.24M	Buy	78,066 +20,118	+35%	+$838K	0.09%	183
2024 Q1	$2.49M	Buy	57,948 +5,931	+11%	+$245K	0.07%	218
2023 Q4	$2.19M	Sell	52,017 -11,038	-18%	-$416K	0.06%	233
2023 Q3	$2.33M	Buy	63,055 +32,784	+108%	+$1.28M	0.08%	184
2023 Q2	$1.18M	Sell	30,271 -8,848	-23%	-$329K	0.09%	202
2023 Q1	$1.48M	Buy	39,119 +31,653	+424%	+$1.24M	0.11%	173
2022 Q4	$276K	Sell	7,466 -15,857	-68%	-$594K	0.02%	467
2022 Q3	$794K	Sell	23,323 -11,645	-33%	-$441K	0.08%	228
2022 Q2	$1.26M	Buy	34,968 +17,205	+97%	+$668K	0.12%	160
2022 Q1	$747K	Buy	17,763 +5,227	+42%	+$220K	0.06%	275
2021 Q4	$560K	Buy	+12,536	New	+$557K	0.04%	333

Other funds holding SPSM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

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

Axxcess Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.3% in Q2 2026, selling an estimated $130K and leaving 36,012 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #386.

Axxcess Wealth Management first reported a position in SPSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.46M in Q3 2025. 563 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Axxcess Wealth Management held 36,012 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.08M as of Q2 2026.
Axxcess Wealth Management sold 2,427 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $130K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #386 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.46M in Q3 2025.
563 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.