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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPSM Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6% in Q1 2026, buying an estimated $43.6K and bringing the position to 15,480 shares worth $748K. The position accounts for 0.31% of the portfolio, ranked #53.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPSM in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.7M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 15,480 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $748K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) bought 880 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $43.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.31% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #53 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 12 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.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.