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B. Riley Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

B. Riley Wealth Advisors’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 		$2.3M Buy
40,150
+11,893
+42% +$635K 0.12% 163
2026
Q1 		$1.33M Sell
28,257
-5,223
-16% -$259K 0.08% 230
2025
Q4 		$1.57M Buy
33,480
+1,859
+6% +$86.7K 0.07% 251
2025
Q3 		$1.46M Buy
31,621
+1,945
+7% +$87.2K 0.07% 257
2025
Q2 		$1.26M Buy
+29,676
New +$1.2M 0.06% 295
2024
Q4 		$2.63M Buy
58,601
+7,103
+14% +$330K 0.09% 233
2024
Q3 		$2.3M Buy
51,498
+13,869
+37% +$609K 0.06% 289
2024
Q2 		$1.56M Buy
37,629
+27,606
+275% +$1.15M 0.04% 409
2024
Q1 		$370K Sell
10,023
-7,079
-41% -$293K 0.01% 944
2023
Q4 		$721K Buy
17,102
+7,079
+71% +$267K 0.02% 646
2023
Q3 		$370K Sell
10,023
-1,243
-11% -$48.4K 0.01% 944
2023
Q2 		$438K Buy
+11,266
New +$419K 0.01% 920
2022
Q3 		– Sell
-7,626
Closed -$275K – 1527
2022
Q2 		$275K Buy
7,626
+22
+0.3% +$854 0.01% 913
2022
Q1 		$320K Sell
7,604
-1,177
-13% -$49.5K 0.01% 979
2021
Q4 		$393K Buy
+8,781
New +$390K 0.01% 939

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

B. Riley Wealth Advisors's SPSM Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 42% in Q2 2026, buying an estimated $635K and bringing the position to 40,150 shares worth $2.3M. The position accounts for 0.12% of the portfolio, ranked #163.

B. Riley Wealth Advisors first reported a position in SPSM in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.63M in Q4 2024. 250 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • B. Riley Wealth Advisors held 40,150 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.3M as of Q2 2026.
  • B. Riley Wealth Advisors bought 11,893 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $635K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.63M in Q4 2024.
  • 250 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.