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

EPG 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 Q1	$15.6K	Buy	323 +1	+0.3%	+$50	﹤0.01%	268
2025 Q4	$15.1K	Buy	322 +1	+0.3%	+$47	﹤0.01%	264
2025 Q3	$14.9K	Buy	321 +1	+0.3%	+$45	﹤0.01%	265
2025 Q2	$13.6K	Buy	320 +2	+0.6%	+$81	﹤0.01%	262
2025 Q1	$13K	Buy	318 +1	+0.3%	+$44	﹤0.01%	361
2024 Q4	$14.2K	Hold	317	–	–	﹤0.01%	358
2024 Q3	$14.4K	Buy	+317	New	+$13.9K	﹤0.01%	357
2024 Q2	–	Sell	-640	Closed	-$26.7K	–	354
2024 Q1	$27.5K	Hold	640	–	–	0.01%	349
2023 Q4	$25.9K	Hold	640	–	–	0.01%	336
2023 Q3	$23.6K	Hold	640	–	–	0.01%	334
2023 Q2	$24.9K	Buy	640 +323	+102%	+$12K	0.01%	324
2023 Q1	$12K	Hold	317	–	–	﹤0.01%	356
2022 Q4	$11.7K	Hold	317	–	–	﹤0.01%	324
2022 Q3	$11K	Buy	+317	New	+$12K	﹤0.01%	330
2022 Q2	–	Sell	-317	Closed	-$13K	–	375
2022 Q1	$13K	Hold	317	–	–	﹤0.01%	345
2021 Q4	$14K	Hold	317	–	–	﹤0.01%	345
2021 Q3	$14K	Buy	+317	New	+$13.6K	0.01%	321
2020 Q2	–	Sell	-212	Closed	-$5K	–	669
2020 Q1	$5K	Hold	212	–	–	﹤0.01%	603
2019 Q4	$7K	Buy	+212	New	+$6.62K	0.01%	470

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EPG Wealth Management's SPSM Position: Q1 2026 in Review

EPG Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.31% in Q1 2026, buying an estimated $50 and bringing the position to 323 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

EPG Wealth Management first reported a position in SPSM in Q4 2019 and has held it in 19 quarters since. The position peaked at $27.5K in Q1 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

EPG Wealth Management held 323 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $15.6K as of Q1 2026.
EPG Wealth Management bought 1 State Street SPDR Portfolio S&P 600 Small Cap ETF share in Q1 2026, an estimated $50.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #268 holding.
EPG Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 19 quarters since.
EPG Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $27.5K in Q1 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.