DWA
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Delta Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Delta Wealth Advisors’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 		$1.13M Buy
19,671
+1,537
+8% +$82.1K 0.81% 24
2026
Q1 		$876K Sell
18,134
-755
-4% -$37.4K 0.67% 25
2025
Q4 		$885K Sell
18,889
-14
-0.1% -$653 0.74% 26
2025
Q3 		$876K Sell
18,903
-1,452
-7% -$65.1K 0.69% 23
2025
Q2 		$867K Buy
20,355
+3,041
+18% +$123K 0.73% 23
2025
Q1 		$706K Buy
17,314
+1,002
+6% +$44.1K 0.64% 22
2024
Q4 		$733K Sell
16,312
-428
-3% -$19.9K 0.69% 20
2024
Q3 		$762K Sell
16,740
-628
-4% -$27.6K 0.73% 20
2024
Q2 		$721K Sell
17,368
-461
-3% -$19.2K 0.71% 23
2024
Q1 		$767K Buy
+17,829
New +$737K 0.79% 25

Other funds holding SPSM

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Delta Wealth Advisors's SPSM Position: Q2 2026 in Review

Delta Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.5% in Q2 2026, buying an estimated $82.1K and bringing the position to 19,671 shares worth $1.13M. The position accounts for 0.81% of the portfolio, ranked #24.

Delta Wealth Advisors first reported a position in SPSM in Q1 2024 and has held it in 10 quarters since. 375 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Delta Wealth Advisors held 19,671 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.13M as of Q2 2026.
  • Delta Wealth Advisors bought 1,537 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $82.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.81% of Delta Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Delta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 375 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.