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

Foguth 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	$18.2M	Buy	323,245 +85,979	+36%	+$4.59M	2.08%	12
2026 Q1	$12.8M	Sell	237,266 -120,564	-34%	-$5.97M	1.49%	21
2025 Q4	$16.9M	Buy	+357,830	New	+$16.7M	2.62%	9
2025 Q2	$10.7M	Buy	250,491 +10,245	+4%	+$413K	2.28%	14
2025 Q1	$9.79M	Buy	240,246 +36,427	+18%	+$1.6M	2.38%	11
2024 Q4	$9.47M	Buy	203,819 +60,172	+42%	+$2.8M	2.48%	11
2024 Q3	$6.4M	Buy	143,647 +49,765	+53%	+$2.19M	2.33%	12
2024 Q2	$3.9M	Buy	+93,882	New	+$3.91M	1.72%	22

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

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

Foguth Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 36% in Q2 2026, buying an estimated $4.59M and bringing the position to 323,245 shares worth $18.2M. The position accounts for 2.08% of the portfolio, ranked #12.

Foguth Wealth Management first reported a position in SPSM in Q2 2024 and has held it in 8 quarters since. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Foguth Wealth Management held 323,245 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $18.2M as of Q2 2026.
Foguth Wealth Management bought 85,979 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $4.59M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.08% of Foguth Wealth Management's portfolio in Q2 2026, its #12 holding.
Foguth Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 8 quarters since.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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