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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gibbs Wealth Management's SPSM Position: Q1 2026 in Review

Gibbs Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 132% in Q1 2026, buying an estimated $7.61M and bringing the position to 269,984 shares worth $13M. The position accounts for 1.71% of the portfolio, ranked #10.

Gibbs Wealth Management first reported a position in SPSM in Q1 2024 and has held it in 9 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Gibbs Wealth Management held 269,984 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $13M as of Q1 2026.
Gibbs Wealth Management bought 153,728 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $7.61M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.71% of Gibbs Wealth Management's portfolio in Q1 2026, its #10 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 9 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.