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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
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

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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Elevation Wealth Partners's SPSM Position: Q2 2026 in Review

Elevation Wealth Partners held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 670 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #375.

Elevation Wealth Partners first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 336 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Elevation Wealth Partners held 670 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $38.6K as of Q2 2026.
  • Elevation Wealth Partners left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #375 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 11 quarters since.
  • 336 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.