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 Q3	–	Sell	-3,515	Closed	-$203K	–	94
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

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

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Broadway Wealth Solutions's SPSM Position: Q3 2026 in Review

Broadway Wealth Solutions sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026, closing a stake of 3,515 shares — an estimated $203K sold.

Broadway Wealth Solutions first reported a position in SPSM in Q4 2024 and held it in 3 quarters. The position peaked at $2.86M in Q1 2025. 257 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Broadway Wealth Solutions reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2026 after selling out during the quarter.
Broadway Wealth Solutions sold 3,515 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $203K.
Broadway Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and held it in 3 quarters.
Broadway Wealth Solutions's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.86M in Q1 2025.
257 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.