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

BCGM 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	$2.87M	Sell	49,848 -2,001	-4%	-$107K	0.61%	53
2026 Q1	$2.51M	Sell	51,849 -569	-1%	-$28.2K	0.63%	51
2025 Q4	$2.46M	Sell	52,418 -890	-2%	-$41.5K	0.63%	50
2025 Q3	$2.47M	Sell	53,308 -6,222	-10%	-$279K	0.64%	47
2025 Q2	$2.54M	Sell	59,530 -2,327	-4%	-$93.8K	0.72%	47
2025 Q1	$2.52M	Sell	61,857 -2,742	-4%	-$121K	0.77%	43
2024 Q4	$2.9M	Sell	64,599 -66	-0.1%	-$3.07K	0.92%	35
2024 Q3	$2.94M	Sell	64,665 -1,336	-2%	-$58.7K	0.95%	32
2024 Q2	$2.74M	Sell	66,001 -2,502	-4%	-$104K	0.95%	31
2024 Q1	$2.95M	Sell	68,503 -109	-0.2%	-$4.51K	1.06%	30
2023 Q4	$2.89M	Sell	68,612 -3,767	-5%	-$142K	1.18%	24
2023 Q3	$2.67M	Sell	72,379 -130,140	-64%	-$5.07M	1.23%	23
2023 Q2	$7.87M	Buy	202,519 +67,182	+50%	+$2.5M	3.46%	7
2023 Q1	$5.11M	Sell	135,337 -9,878	-7%	-$386K	2.58%	10
2022 Q4	$5.37M	Buy	145,215 +2,200	+2%	+$82.4K	2.61%	11
2022 Q3	$5.3M	Buy	143,015 +6,364	+5%	+$241K	2.65%	10
2022 Q2	$5.41M	Buy	136,651 +103,015	+306%	+$4M	2.75%	9
2022 Q1	$1.3M	Buy	+33,636	New	+$1.42M	0.71%	33

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

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

BCGM Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.9% in Q2 2026, selling an estimated $107K and leaving 49,848 shares worth $2.87M. The position accounts for 0.61% of the portfolio, ranked #53.

BCGM Wealth Management first reported a position in SPSM in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.87M in Q2 2023. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

BCGM Wealth Management held 49,848 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.87M as of Q2 2026.
BCGM Wealth Management sold 2,001 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $107K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.61% of BCGM Wealth Management's portfolio in Q2 2026, its #53 holding.
BCGM Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
BCGM Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.87M in Q2 2023.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.