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

Baker Tilly 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 Q3	$416K	Buy	7,864 +690	+10%	+$38.8K	0.08%	184
2026 Q2	$414K	Sell	7,174 -317	-4%	-$16.9K	0.09%	184
2026 Q1	$362K	Sell	7,491 -35	-0.5%	-$1.73K	0.09%	192
2025 Q4	$353K	Buy	7,526 +678	+10%	+$31.6K	0.09%	197
2025 Q3	$317K	Buy	6,848 +1,071	+19%	+$48K	0.07%	208
2025 Q2	$246K	Sell	5,777 -2,223	-28%	-$89.6K	0.09%	209
2025 Q1	$326K	Sell	8,000 -560	-7%	-$24.7K	0.13%	172
2024 Q4	$385K	Buy	8,560 +2,529	+42%	+$118K	0.15%	153
2024 Q3	$274K	Buy	6,031 +102	+2%	+$4.48K	0.12%	190
2024 Q2	$246K	Sell	5,929 -1,064	-15%	-$44.3K	0.1%	229
2024 Q1	$301K	Sell	6,993 -4,952	-41%	-$205K	0.05%	344
2023 Q4	$504K	Buy	+11,945	New	+$450K	0.08%	276
2023 Q3	–	Sell	-16,648	Closed	-$647K	–	536
2023 Q2	$647K	Sell	16,648 -2,656	-14%	-$98.7K	0.07%	281
2023 Q1	$729K	Buy	+19,304	New	+$754K	0.08%	250

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Baker Tilly Wealth Management's SPSM Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.6% in Q3 2026, buying an estimated $38.8K and bringing the position to 7,864 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #184.

Baker Tilly Wealth Management first reported a position in SPSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $729K in Q1 2023. 639 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Baker Tilly Wealth Management held 7,864 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $416K as of Q3 2026.
Baker Tilly Wealth Management bought 690 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $38.8K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #184 holding.
Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
Baker Tilly Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $729K in Q1 2023.
639 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.