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

Fifth Third 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 Q3	$3.18M	Buy	60,224 +4,170	+7%	+$235K	0.08%	166
2026 Q2	$3.23M	Buy	56,054 +4,348	+8%	+$232K	0.09%	156
2026 Q1	$2.5M	Buy	51,706 +5,273	+11%	+$261K	0.08%	161
2025 Q4	$2.18M	Buy	46,433 +5,682	+14%	+$265K	0.08%	162
2025 Q3	$1.89M	Buy	40,751 +2,709	+7%	+$121K	0.07%	169
2025 Q2	$1.62M	Sell	38,042 -5,013	-12%	-$202K	0.07%	183
2025 Q1	$1.75M	Buy	43,055 +25,601	+147%	+$1.13M	0.09%	153
2024 Q4	$784K	Buy	17,454 +7,264	+71%	+$338K	0.04%	242
2024 Q3	$464K	Buy	+10,190	New	+$448K	0.03%	325

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Fifth Third Wealth Advisors's SPSM Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.4% in Q3 2026, buying an estimated $235K and bringing the position to 60,224 shares worth $3.18M. The position accounts for 0.08% of the portfolio, ranked #166.

Fifth Third Wealth Advisors first reported a position in SPSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.23M in Q2 2026. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Fifth Third Wealth Advisors held 60,224 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.18M as of Q3 2026.
Fifth Third Wealth Advisors bought 4,170 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $235K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #166 holding.
Fifth Third Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.23M in Q2 2026.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.