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

Copia 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 		$33.4K Buy
691
+86
+14% +$4.26K 0.02% 228
2025
Q4 		$28.4K Hold
605
– – 0.02% 247
2025
Q3 		$28K Hold
605
– – 0.02% 239
2025
Q2 		$25.8K Hold
605
– – 0.02% 221
2025
Q1 		$24.7K Hold
605
– – 0.02% 207
2024
Q4 		$27.2K Buy
+605
New +$28.1K 0.03% 186

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

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

Copia Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q1 2026, buying an estimated $4.26K and bringing the position to 691 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #228.

Copia Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Copia Wealth Management held 691 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $33.4K as of Q1 2026.
  • Copia Wealth Management bought 86 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $4.26K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Copia Wealth Management's portfolio in Q1 2026, its #228 holding.
  • Copia Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 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 Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.