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

Capstone Wealth Management Group (Pennsylvania)’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 		$859K Sell
14,890
-590
-4% -$31.5K 0.3% 49
2026
Q1 		$748K Buy
15,480
+880
+6% +$43.6K 0.31% 53
2025
Q4 		$684K Buy
14,600
+183
+1% +$8.53K 0.29% 47
2025
Q3 		$668K Sell
14,417
-941
-6% -$42.2K 0.28% 46
2025
Q2 		$654K Sell
15,358
-2,531
-14% -$102K 0.63% 30
2025
Q1 		$729K Sell
17,889
-19,929
-53% -$878K 0.42% 46
2024
Q4 		$1.7M Buy
37,818
+32,380
+595% +$1.51M 0.91% 26
2024
Q3 		$247K Buy
+5,438
New +$239K 0.15% 65
2023
Q1 		– Sell
-15,229
Closed -$563K – 62
2022
Q4 		$563K Sell
15,229
-2,208
-13% -$82.7K 0.61% 32
2022
Q3 		$594K Buy
17,437
+572
+3% +$21.7K 0.76% 30
2022
Q2 		$607K Buy
16,865
+1,299
+8% +$50.4K 0.73% 32
2022
Q1 		$655K Buy
15,566
+209
+1% +$8.8K 0.65% 35
2021
Q4 		$686K Buy
+15,357
New +$683K 0.56% 38

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 22.96% 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

Capstone Wealth Management Group (Pennsylvania)'s SPSM Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.8% in Q2 2026, selling an estimated $31.5K and leaving 14,890 shares worth $859K. The position accounts for 0.3% of the portfolio, ranked #49.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPSM in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.7M in Q4 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 14,890 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $859K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 590 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $31.5K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.3% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #49 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.7M in Q4 2024.
  • 1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.