BWS
SPSM icon

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

Broadway Wealth Solutions’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 		$203K Buy
+3,515
New +$188K 0.09% 91
2025
Q2 		– Sell
-70,231
Closed -$2.86M – 98
2025
Q1 		$2.86M Buy
70,231
+7,109
+11% +$313K 2.09% 10
2024
Q4 		$2.84M Buy
+63,122
New +$2.94M 2.15% 8

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
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
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Broadway Wealth Solutions's SPSM Position: Q2 2026 in Review

Broadway Wealth Solutions opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,515 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #91 among its holdings. This is a return to the name: Broadway Wealth Solutions previously reported a position in SPSM as recently as Q1 2025.

Broadway Wealth Solutions first reported a position in SPSM in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.86M in Q1 2025. 217 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Broadway Wealth Solutions held 3,515 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $203K as of Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Broadway Wealth Solutions position in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Broadway Wealth Solutions's portfolio in Q2 2026, its #91 holding.
  • Broadway Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Broadway Wealth Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.86M in Q1 2025.
  • 217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.