Diversify Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Diversify Wealth Management's SPSM Position: Q2 2026 in Review
Diversify Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.8% in Q2 2026, selling an estimated $380K and leaving 384,139 shares worth $21.7M. The position accounts for 0.36% of the portfolio, ranked #51.
Diversify Wealth Management first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Diversify Wealth Management held 384,139 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $21.7M as of Q2 2026.
- Diversify Wealth Management sold 7,108 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $380K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.36% of Diversify Wealth Management's portfolio in Q2 2026, its #51 holding.
- Diversify Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
- 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.