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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$399K Buy
8,266
+15
+0.2% +$743 0.19% 51
2025
Q4
$387K Buy
+8,251
New +$385K 0.19% 54

Other funds holding SPSM

Curry Webb Wealth Management's SPSM Position: Q1 2026 in Review

Curry Webb Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.18% in Q1 2026, buying an estimated $743 and bringing the position to 8,266 shares worth $399K. The position accounts for 0.19% of the portfolio, ranked #51.

Curry Webb Wealth Management first reported a position in SPSM in Q4 2025 and has held it in 2 quarters since. 1,004 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Curry Webb Wealth Management held 8,266 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $399K as of Q1 2026.
  • Curry Webb Wealth Management bought 15 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $743.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.19% of Curry Webb Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Curry Webb Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,004 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.