Global Wealth Strategies & Associates’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-406	Closed	-$19.6K	–	409
2026 Q1	$19.6K	Hold	406	–	–	﹤0.01%	245
2025 Q4	$19K	Hold	406	–	–	﹤0.01%	244
2025 Q3	$18.8K	Hold	406	–	–	﹤0.01%	229
2025 Q2	$17.3K	Hold	406	–	–	0.01%	177
2025 Q1	$16.5K	Hold	406	–	–	0.01%	198
2024 Q4	$18.2K	Hold	406	–	–	0.01%	172
2024 Q3	$18.5K	Hold	406	–	–	0.01%	147
2024 Q2	$16.9K	Hold	406	–	–	0.01%	136
2024 Q1	$17.5K	Buy	+406	New	+$16.8K	0.01%	138

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

Global Wealth Strategies & Associates's SPSM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026, closing a stake of 406 shares — an estimated $19.6K sold.

Global Wealth Strategies & Associates first reported a position in SPSM in Q1 2024 and held it in 9 quarters. The position peaked at $19.6K in Q1 2026. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 406 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $19.6K.
Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2024 and held it in 9 quarters.
Global Wealth Strategies & Associates's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $19.6K in Q1 2026.
347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.