BWM
SPSM icon

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

Buska 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
Q3 		$6.39M Buy
120,913
+116,687
+2,761% +$6.57M 2.2% 11
2026
Q2 		$244K Buy
+4,226
New +$226K 0.09% 71

Other funds holding SPSM

PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Buska Wealth Management's SPSM Position: Q3 2026 in Review

Buska Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2,761% in Q3 2026, buying an estimated $6.57M and bringing the position to 120,913 shares worth $6.39M. The position accounts for 2.2% of the portfolio, ranked #11.

Buska Wealth Management first reported a position in SPSM in Q2 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • Buska Wealth Management held 120,913 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.39M as of Q3 2026.
  • Buska Wealth Management bought 116,687 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $6.57M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.2% of Buska Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Buska Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.