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

Elevation Wealth Partners’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 Q3	$35.4K	Hold	670	–	–	0.01%	486
2026 Q2	$38.6K	Hold	670	–	–	0.01%	375
2026 Q1	$32.4K	Hold	670	–	–	0.01%	299
2025 Q4	$31.4K	Hold	670	–	–	0.01%	301
2025 Q3	$31K	Hold	670	–	–	0.01%	290
2025 Q2	$28.5K	Hold	670	–	–	0.01%	290
2025 Q1	$27.3K	Hold	670	–	–	0.01%	289
2024 Q4	$30.1K	Hold	670	–	–	0.01%	281
2024 Q3	$30.5K	Hold	670	–	–	0.01%	270
2024 Q2	$27.8K	Hold	670	–	–	0.01%	265
2024 Q1	$28.8K	Hold	670	–	–	0.01%	274
2023 Q4	$24.7K	Buy	+670	New	+$25.2K	0.01%	266

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Elevation Wealth Partners's SPSM Position: Q3 2026 in Review

Elevation Wealth Partners held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 670 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #486.

Elevation Wealth Partners first reported a position in SPSM in Q4 2023 and has held it in 12 quarters since. The position peaked at $38.6K in Q2 2026. 555 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Elevation Wealth Partners held 670 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $35.4K as of Q3 2026.
Elevation Wealth Partners left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #486 holding.
Elevation Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $38.6K in Q2 2026.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.