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

Forza 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 		$245K Hold
4,249
– – 0.08% 180
2026
Q1 		$205K Buy
+4,249
New +$210K 0.07% 182
2025
Q4 		– Sell
-4,449
Closed -$206K – 190
2025
Q3 		$206K Buy
+4,449
New +$199K 0.08% 189
2024
Q4 		– Sell
-4,449
Closed -$202K – 191
2024
Q3 		$202K Buy
+4,449
New +$195K 0.09% 180

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

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

Forza Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 4,249 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #180.

Forza Wealth Management first reported a position in SPSM in Q3 2024 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Forza Wealth Management held 4,249 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $245K as of Q2 2026.
  • Forza Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Forza Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Forza Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.