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

FSB Premier 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 		$1.29M Sell
22,425
-518
-2% -$27.7K 0.36% 73
2026
Q1 		$1.11M Sell
22,943
-667
-3% -$33K 0.35% 72
2025
Q4 		$1.11M Sell
23,610
-113
-0.5% -$5.27K 0.35% 74
2025
Q3 		$1.1M Sell
23,723
-3,891
-14% -$174K 0.36% 76
2025
Q2 		$1.18M Buy
27,614
+326
+1% +$13.1K 0.42% 66
2025
Q1 		$1.11M Buy
27,288
+1,725
+7% +$76K 0.43% 65
2024
Q4 		$1.15M Buy
25,563
+147
+0.6% +$6.84K 0.46% 55
2024
Q3 		$1.16M Buy
25,416
+1,128
+5% +$49.6K 0.47% 56
2024
Q2 		$1.01M Buy
24,288
+1,215
+5% +$50.6K 0.46% 52
2024
Q1 		$993K Sell
23,073
-960
-4% -$39.7K 0.46% 51
2023
Q4 		$1.01M Buy
24,033
+71
+0.3% +$2.67K 0.51% 44
2023
Q3 		$884K Sell
23,962
-376
-2% -$14.6K 0.49% 43
2023
Q2 		$945K Buy
24,338
+389
+2% +$14.5K 0.51% 44
2023
Q1 		$905K Sell
23,949
-892
-4% -$34.8K 0.5% 44
2022
Q4 		$918K Sell
24,841
-208
-0.8% -$7.79K 0.5% 46
2022
Q3 		$853K Buy
25,049
+400
+2% +$15.1K 0.5% 46
2022
Q2 		$886K Sell
24,649
-478
-2% -$18.6K 0.49% 48
2022
Q1 		$1M Sell
25,127
-385
-2% -$16.2K 0.5% 45
2021
Q4 		$1.14M Buy
25,512
+1,157
+5% +$51.4K 0.48% 41
2021
Q3 		$1.04M Sell
24,355
-4,793
-16% -$205K 0.52% 37
2021
Q2 		$1.28M Sell
29,148
-649
-2% -$28.2K 0.66% 33
2021
Q1 		$1.26M Sell
29,797
-55,814
-65% -$2.27M 0.68% 35
2020
Q4 		$3.06M Buy
+85,611
New +$2.74M 1.64% 17

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FSB Premier Wealth Management's SPSM Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.3% in Q2 2026, selling an estimated $27.7K and leaving 22,425 shares worth $1.29M. The position accounts for 0.36% of the portfolio, ranked #73.

FSB Premier Wealth Management first reported a position in SPSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.06M in Q4 2020. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • FSB Premier Wealth Management held 22,425 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.29M as of Q2 2026.
  • FSB Premier Wealth Management sold 518 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $27.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.36% of FSB Premier Wealth Management's portfolio in Q2 2026, its #73 holding.
  • FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.06M in Q4 2020.
  • 1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.