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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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cahaba Wealth Management's SPSM Position: Q1 2026 in Review

Cahaba Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.9% in Q1 2026, buying an estimated $303K and bringing the position to 332,052 shares worth $16M. The position accounts for 1.09% of the portfolio, ranked #16.

Cahaba Wealth Management first reported a position in SPSM in Q4 2018 and has held it in 30 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Cahaba Wealth Management held 332,052 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $16M as of Q1 2026.
  • Cahaba Wealth Management bought 6,116 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $303K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.09% of Cahaba Wealth Management's portfolio in Q1 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 30 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.