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

Golden State 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 		$2.57M Sell
44,546
-7,316
-14% -$391K 0.23% 97
2026
Q1 		$2.51M Sell
51,862
-22,883
-31% -$1.13M 0.27% 77
2025
Q4 		$3.5M Buy
74,745
+5,701
+8% +$266K 0.37% 55
2025
Q3 		$3.2M Buy
69,044
+6,851
+11% +$307K 0.35% 55
2025
Q2 		$2.65M Buy
62,193
+1,435
+2% +$57.9K 0.32% 61
2025
Q1 		$2.48M Buy
60,758
+7,147
+13% +$315K 0.37% 57
2024
Q4 		$2.41M Buy
+53,611
New +$2.49M 0.36% 60
2022
Q1 		$566K Sell
13,459
-4,106
-23% -$173K 0.11% 164
2021
Q4 		$785K Sell
17,565
-389
-2% -$17.3K 0.14% 158
2021
Q3 		$765K Buy
17,954
+414
+2% +$17.7K 0.17% 122
2021
Q2 		$771K Sell
17,540
-31,683
-64% -$1.38M 0.17% 117
2021
Q1 		$2.08M Buy
49,223
+1,447
+3% +$59K 0.69% 29
2020
Q4 		$1.71M Buy
47,776
+43,371
+985% +$1.39M 0.5% 39
2020
Q3 		$121K Buy
+4,405
New +$123K 0.04% 239
2020
Q2 		– Sell
-4,450
Closed -$97K – 830
2020
Q1 		$97K Buy
+4,450
New +$129K 0.04% 252
2019
Q4 		– Sell
-4,242
Closed -$127K – 804
2019
Q3 		$127K Sell
4,242
-843
-17% -$25.4K 0.04% 280
2019
Q2 		$155K Sell
5,085
-34
-0.7% -$1.03K 0.05% 264
2019
Q1 		$155K Buy
+5,119
New +$152K 0.05% 256

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

Golden State Wealth Management's SPSM Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q2 2026, selling an estimated $391K and leaving 44,546 shares worth $2.57M. The position accounts for 0.23% of the portfolio, ranked #97.

Golden State Wealth Management first reported a position in SPSM in Q1 2019 and has held it in 18 quarters since. The position peaked at $3.5M in Q4 2025. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Golden State Wealth Management held 44,546 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.57M as of Q2 2026.
  • Golden State Wealth Management sold 7,316 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $391K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.23% of Golden State Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.5M in Q4 2025.
  • 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.