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

Bullock 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	$7.35K	Hold	128	–	–	﹤0.01%	467
2026 Q1	$6.23K	Hold	128	–	–	﹤0.01%	472
2025 Q4	$6K	Sell	128 -592	-82%	-$27.6K	﹤0.01%	458
2025 Q3	$33.4K	Buy	720 +48	+7%	+$2.15K	0.02%	298
2025 Q2	$29.1K	Buy	672 +3	+0.4%	+$121	0.02%	284
2025 Q1	$27.4K	Buy	669 +2	+0.3%	+$88	0.02%	281
2024 Q4	$30K	Sell	667 -570	-46%	-$26.5K	0.02%	286
2024 Q3	$55.5K	Buy	1,237 +20	+2%	+$879	0.03%	229
2024 Q2	$50.1K	Buy	1,217 +5	+0.4%	+$208	0.03%	233
2024 Q1	$51.6K	Buy	+1,212	New	+$50.1K	0.03%	241

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 22.9% 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

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

Bullock Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 128 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Bullock Wealth Management first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $55.5K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Bullock Wealth Management held 128 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $7.35K as of Q2 2026.
Bullock Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #467 holding.
Bullock Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $55.5K in Q3 2024.
1,056 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.