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

Gilpin 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	$524K	Sell	9,914 -810	-8%	-$45.6K	0.35%	72
2026 Q2	$618K	Sell	10,724 -6	-0.1%	-$320	0.43%	70
2026 Q1	$518K	Sell	10,730 -535	-5%	-$26.5K	0.41%	72
2025 Q4	$528K	Buy	+11,265	New	+$525K	0.42%	69

Other funds holding SPSM

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

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

Gilpin Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.6% in Q3 2026, selling an estimated $45.6K and leaving 9,914 shares worth $524K. The position accounts for 0.35% of the portfolio, ranked #72.

Gilpin Wealth Management first reported a position in SPSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $618K in Q2 2026. 54 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Gilpin Wealth Management held 9,914 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $524K as of Q3 2026.
Gilpin Wealth Management sold 810 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $45.6K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.35% of Gilpin Wealth Management's portfolio in Q3 2026, its #72 holding.
Gilpin Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $618K in Q2 2026.
54 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.