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

Cahaba 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 		$18.9M Sell
328,118
-3,934
-1% -$210K 1.14% 16
2026
Q1 		$16M Buy
332,052
+6,116
+2% +$303K 1.09% 16
2025
Q4 		$15.3M Buy
325,936
+8,911
+3% +$416K 1.06% 16
2025
Q3 		$14.7M Buy
317,025
+2,361
+0.8% +$106K 1.06% 16
2025
Q2 		$13.4M Buy
314,664
+113,621
+57% +$4.58M 1.04% 16
2025
Q1 		$8.19M Buy
201,043
+6,559
+3% +$289K 0.68% 17
2024
Q4 		$8.74M Sell
194,484
-2,594
-1% -$121K 0.72% 17
2024
Q3 		$8.97M Sell
197,078
-592
-0.3% -$26K 0.74% 17
2024
Q2 		$8.21M Buy
197,670
+9,137
+5% +$381K 0.72% 17
2024
Q1 		$8.11M Buy
188,533
+3,366
+2% +$139K 0.74% 17
2023
Q4 		$7.81M Buy
185,167
+10,999
+6% +$414K 0.77% 17
2023
Q3 		$6.43M Buy
174,168
+2,758
+2% +$107K 0.71% 16
2023
Q2 		$6.66M Buy
171,410
+8,804
+5% +$327K 0.72% 17
2023
Q1 		$6.14M Buy
162,606
+8,243
+5% +$322K 0.7% 18
2022
Q4 		$5.71M Buy
154,363
+9,514
+7% +$356K 0.71% 18
2022
Q3 		$4.93M Buy
144,849
+12,989
+10% +$492K 0.68% 18
2022
Q2 		$4.74M Buy
131,860
+4,026
+3% +$156K 0.68% 16
2022
Q1 		$4.96M Buy
127,834
+3,952
+3% +$166K 0.68% 16
2021
Q4 		$5.54M Sell
123,882
-2,207
-2% -$98.1K 0.73% 17
2021
Q3 		$5.37M Buy
126,089
+199
+0.2% +$8.53K 0.79% 17
2021
Q2 		$5.4M Sell
125,890
-16,303
-11% -$708K 0.83% 17
2021
Q1 		$6.01M Sell
142,193
-4,010
-3% -$163K 0.93% 15
2020
Q4 		$5.75M Buy
146,203
+164
+0.1% +$5.25K 0.95% 16
2020
Q3 		$4M Buy
146,039
+4,531
+3% +$126K 0.79% 19
2020
Q2 		$3.97M Buy
141,508
+18,859
+15% +$463K 0.82% 17
2020
Q1 		$2.68M Buy
122,649
+48,572
+66% +$1.41M 0.68% 18
2019
Q4 		$2.42M Buy
74,077
+557
+0.8% +$17.4K 0.54% 18
2019
Q3 		$2.21M Sell
73,520
-1,336
-2% -$40.3K 0.53% 21
2019
Q2 		$2.29M Buy
74,856
+10,901
+17% +$332K 0.57% 21
2019
Q1 		$1.93M Sell
63,955
-2,428
-4% -$72.1K 0.52% 22
2018
Q4 		$1.75M Buy
+66,383
New +$1.96M 0.54% 24

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cahaba Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.2% in Q2 2026, selling an estimated $210K and leaving 328,118 shares worth $18.9M. The position accounts for 1.14% of the portfolio, ranked #16.

Cahaba Wealth Management first reported a position in SPSM in Q4 2018 and has held it in 31 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Cahaba Wealth Management held 328,118 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $18.9M as of Q2 2026.
  • Cahaba Wealth Management sold 3,934 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $210K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.14% of Cahaba Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Cahaba Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.