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

Empirical Wealth Management’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	$1.61M	Hold	27,934	–	–	0.02%	309
2026 Q1	$1.35M	Buy	27,934 +122	+0.4%	+$6.04K	0.02%	298
2025 Q4	$1.3M	Hold	27,812	–	–	0.02%	299
2025 Q3	$1.29M	Sell	27,812 -764	-3%	-$34.3K	0.03%	294
2025 Q2	$1.22M	Sell	28,576 -142	-0.5%	-$5.73K	0.03%	288
2025 Q1	$1.17M	Hold	28,718	–	–	0.03%	279
2024 Q4	$1.29M	Buy	28,718 +1,713	+6%	+$79.7K	0.04%	249
2024 Q3	$1.23M	Sell	27,005 -88	-0.3%	-$3.87K	0.03%	248
2024 Q2	$1.13M	Sell	27,093 -357	-1%	-$14.9K	0.03%	252
2024 Q1	$1.18M	Buy	27,450 +453	+2%	+$18.7K	0.04%	246
2023 Q4	$1.14M	Buy	26,997 +1,014	+4%	+$38.2K	0.04%	228
2023 Q3	$959K	Buy	25,983 +128	+0.5%	+$4.99K	0.04%	232
2023 Q2	$1M	Buy	+25,855	New	+$961K	0.04%	224

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Empirical Wealth Management's SPSM Position: Q2 2026 in Review

Empirical Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 27,934 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #309.

Empirical Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. 456 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Empirical Wealth Management held 27,934 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.61M as of Q2 2026.
Empirical Wealth Management 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 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #309 holding.
Empirical Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.