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

BCS 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	$588K	Sell	10,200 -595	-6%	-$31.8K	0.11%	160
2026 Q1	$522K	Sell	10,795 -10,795	-50%	-$534K	0.11%	154
2025 Q4	$1.01M	Buy	21,590 +10,545	+95%	+$492K	0.1%	158
2025 Q3	$512K	Hold	11,045	–	–	0.12%	153
2025 Q2	$471K	Sell	11,045 -730	-6%	-$29.4K	0.1%	161
2025 Q1	$480K	Buy	11,775 +50	+0.4%	+$2.2K	0.12%	151
2024 Q4	$527K	Buy	11,725 +830	+8%	+$38.6K	0.13%	140
2024 Q3	$496K	Hold	10,895	–	–	0.21%	91
2024 Q2	$452K	Hold	10,895	–	–	0.22%	94
2024 Q1	$469K	Hold	10,895	–	–	0.15%	137
2023 Q4	$460K	Hold	10,895	–	–	0.17%	125
2023 Q3	$402K	Hold	10,895	–	–	0.17%	125
2023 Q2	$423K	Hold	10,895	–	–	0.31%	67
2023 Q1	$412K	Hold	10,895	–	–	0.19%	100
2022 Q4	$403K	Hold	10,895	–	–	0.17%	121
2022 Q3	$371K	Hold	10,895	–	–	0.17%	121
2022 Q2	$392K	Hold	10,895	–	–	0.17%	111
2022 Q1	$458K	Hold	10,895	–	–	0.19%	112
2021 Q4	$487K	Hold	10,895	–	–	0.17%	110
2021 Q3	$464K	Hold	10,895	–	–	0.2%	96
2021 Q2	$479K	Hold	10,895	–	–	0.25%	80
2021 Q1	$461K	Hold	10,895	–	–	0.22%	86
2020 Q4	$390K	Hold	10,895	–	–	0.2%	89
2020 Q3	$298K	Hold	10,895	–	–	0.17%	98
2020 Q2	$289K	Buy	+10,895	New	+$268K	0.17%	97

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

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

BCS Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.5% in Q2 2026, selling an estimated $31.8K and leaving 10,200 shares worth $588K. The position accounts for 0.11% of the portfolio, ranked #160.

BCS Wealth Management first reported a position in SPSM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.01M in Q4 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

BCS Wealth Management held 10,200 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $588K as of Q2 2026.
BCS Wealth Management sold 595 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $31.8K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of BCS Wealth Management's portfolio in Q2 2026, its #160 holding.
BCS Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2020 and has held it in 25 quarters since.
BCS Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.01M in Q4 2025.
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 BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.