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Caliber Wealth Management (Kansas)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.71M Sell
29,584
-977
-3% -$52.2K 0.16% 112
2026
Q1 		$1.48M Sell
30,561
-2,286
-7% -$113K 0.16% 114
2025
Q4 		$1.54M Sell
32,847
-3,523
-10% -$164K 0.17% 113
2025
Q3 		$1.68M Sell
36,370
-10,244
-22% -$459K 0.19% 105
2025
Q2 		$1.99M Sell
46,614
-5,928
-11% -$239K 0.21% 93
2025
Q1 		$2.14M Buy
+52,542
New +$2.31M 0.29% 87

Other funds holding SPSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s SPSM Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.2% in Q2 2026, selling an estimated $52.2K and leaving 29,584 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #112.

Caliber Wealth Management (Kansas) first reported a position in SPSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.14M in Q1 2025. 585 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 29,584 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.71M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 977 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $52.2K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.16% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #112 holding.
  • Caliber Wealth Management (Kansas) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.14M in Q1 2025.
  • 585 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.