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

EP Wealth Advisors’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	$3.24M	Buy	56,116 +22,011	+65%	+$1.18M	0.01%	475
2026 Q1	$1.65M	Sell	34,105 -31,669	-48%	-$1.57M	0.01%	516
2025 Q4	$3.08M	Buy	+65,774	New	+$3.07M	0.02%	359
2025 Q2	$1.51M	Sell	35,377 -2,768	-7%	-$112K	0.01%	478
2025 Q1	$1.55M	Sell	38,145 -142	-0.4%	-$6.25K	0.01%	403
2024 Q4	$1.72M	Sell	38,287 -22,735	-37%	-$1.06M	0.01%	382
2024 Q3	$2.78M	Buy	61,022 +23,465	+62%	+$1.03M	0.02%	302
2024 Q2	$1.56M	Buy	37,557 +556	+2%	+$23.2K	0.02%	318
2024 Q1	$1.59M	Sell	37,001 -566	-2%	-$23.4K	0.02%	301
2023 Q4	$1.58M	Buy	37,567 +5,406	+17%	+$204K	0.02%	296
2023 Q3	$1.19M	Buy	32,161 +23,251	+261%	+$906K	0.02%	299
2023 Q2	$1.83M	Buy	+8,910	New	+$331K	0.03%	251
2022 Q2	–	Sell	-2,911	Closed	-$122K	–	691
2022 Q1	$122K	Buy	+2,911	New	+$123K	﹤0.01%	613

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EP Wealth Advisors's SPSM Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 65% in Q2 2026, buying an estimated $1.18M and bringing the position to 56,116 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #475.

EP Wealth Advisors first reported a position in SPSM in Q1 2022 and has held it in 13 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

EP Wealth Advisors held 56,116 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.24M as of Q2 2026.
EP Wealth Advisors bought 22,011 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.18M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #475 holding.
EP Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 13 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.