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 Q3	$1.48M	Hold	27,934	–	–	0.02%	363
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%	+$4.98K	0.04%	232
2023 Q2	$1M	Buy	+25,855	New	+$961K	0.04%	224

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Empirical Wealth Management's SPSM Position: Q3 2026 in Review

Empirical Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q3 2026 at 27,934 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #363.

Empirical Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.61M in Q2 2026. 738 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Empirical Wealth Management held 27,934 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.48M as of Q3 2026.
Empirical Wealth Management 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 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #363 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 14 quarters since.
Empirical Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.61M in Q2 2026.
738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.