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

Gibbs 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 Q3	$18.3M	Buy	345,592 +55,868	+19%	+$3.14M	1.91%	9
2026 Q2	$16.7M	Buy	289,724 +19,740	+7%	+$1.05M	2.02%	8
2026 Q1	$13M	Buy	269,984 +153,728	+132%	+$7.61M	1.71%	10
2025 Q4	$5.73M	Sell	116,256 -4,711	-4%	-$220K	1.39%	15
2025 Q3	$5.6M	Sell	120,967 -20,687	-15%	-$928K	1.27%	15
2025 Q2	$6.03M	Buy	141,654 +37,538	+36%	+$1.51M	1.16%	17
2025 Q1	$4.24M	Buy	104,116 +14,237	+16%	+$627K	1.02%	19
2024 Q4	$4.04M	Buy	89,879 +39,755	+79%	+$1.85M	1.1%	18
2024 Q3	$2.28M	Buy	50,124 +16,131	+47%	+$709K	0.74%	31
2024 Q2	$1.41M	Buy	33,993 +15,339	+82%	+$639K	0.57%	38
2024 Q1	$803K	Buy	+18,654	New	+$771K	0.46%	50

Other funds holding SPSM

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Gibbs Wealth Management's SPSM Position: Q3 2026 in Review

Gibbs Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 19% in Q3 2026, buying an estimated $3.14M and bringing the position to 345,592 shares worth $18.3M. The position accounts for 1.91% of the portfolio, ranked #9.

Gibbs Wealth Management first reported a position in SPSM in Q1 2024 and has held it in 11 quarters since. 484 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Gibbs Wealth Management held 345,592 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $18.3M as of Q3 2026.
Gibbs Wealth Management bought 55,868 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $3.14M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.91% of Gibbs Wealth Management's portfolio in Q3 2026, its #9 holding.
Gibbs Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and has held it in 11 quarters since.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Gibbs Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.