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

Evolution 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 		$215K Sell
3,727
-139
-4% -$7.42K 0.13% 114
2026
Q1 		$187K Buy
3,866
+3
+0.1% +$149 0.14% 111
2025
Q4 		$181K Buy
3,863
+2,468
+177% +$115K 0.15% 105
2025
Q3 		$64.6K Sell
1,395
-480
-26% -$21.5K 0.07% 177
2025
Q2 		$79.9K Buy
+1,875
New +$75.6K 0.1% 137

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

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

Evolution Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3.6% in Q2 2026, selling an estimated $7.42K and leaving 3,727 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #114.

Evolution Wealth Management first reported a position in SPSM in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Evolution Wealth Management held 3,727 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $215K as of Q2 2026.
  • Evolution Wealth Management sold 139 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $7.42K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.13% of Evolution Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Evolution Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.