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

Kingsview 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 		$2.28M Sell
47,220
-237
-0.5% -$11.7K 0.03% 481
2025
Q4 		$2.22M Buy
47,457
+1,217
+3% +$56.8K 0.03% 458
2025
Q3 		$2.14M Sell
46,240
-4,465
-9% -$200K 0.03% 443
2025
Q2 		$2.16M Buy
50,705
+556
+1% +$22.4K 0.04% 427
2025
Q1 		$2.04M Sell
50,149
-5,262
-9% -$232K 0.04% 388
2024
Q4 		$2.49M Sell
55,411
-212
-0.4% -$9.86K 0.05% 335
2024
Q3 		$2.53M Buy
55,623
+13,791
+33% +$606K 0.05% 316
2024
Q2 		$1.74M Sell
41,832
-2,295
-5% -$95.6K 0.04% 384
2024
Q1 		$1.9M Buy
44,127
+8,835
+25% +$365K 0.05% 354
2023
Q4 		$1.49M Buy
35,292
+2,378
+7% +$89.6K 0.04% 354
2023
Q3 		$1.21M Buy
32,914
+1,196
+4% +$46.6K 0.04% 388
2023
Q2 		$1.23M Buy
31,718
+1,637
+5% +$60.8K 0.05% 345
2023
Q1 		$1.14M Sell
30,081
-174
-0.6% -$6.79K 0.05% 360
2022
Q4 		$1.12M Buy
30,255
+22
+0.1% +$824 0.05% 321
2022
Q3 		$1.03M Sell
30,233
-2,888
-9% -$109K 0.05% 324
2022
Q2 		$1.19M Buy
33,121
+10,083
+44% +$391K 0.06% 321
2022
Q1 		$969K Sell
23,038
-3,501
-13% -$147K 0.04% 403
2021
Q4 		$1.19M Buy
26,539
+636
+2% +$28.3K 0.05% 340
2021
Q3 		$1.1M Sell
25,903
-866
-3% -$37.1K 0.05% 343
2021
Q2 		$1.18M Buy
26,769
+2,290
+9% +$99.5K 0.06% 328
2021
Q1 		$1.05M Sell
24,479
-2,072
-8% -$84.4K 0.06% 323
2020
Q4 		$951K Buy
26,551
+1,467
+6% +$47K 0.07% 291
2020
Q3 		$687K Buy
25,084
+1,087
+5% +$30.3K 0.06% 299
2020
Q2 		$638K Buy
23,997
+4,526
+23% +$111K 0.06% 282
2020
Q1 		$425K Buy
19,471
+6,981
+56% +$202K 0.06% 292
2019
Q4 		$408K Sell
12,490
-4,516
-27% -$141K 0.05% 318
2019
Q3 		$510K Sell
17,006
-545
-3% -$16.4K 0.08% 250
2019
Q2 		$538K Buy
17,551
+6,462
+58% +$197K 0.09% 237
2019
Q1 		$335K Sell
11,089
-2,375
-18% -$70.5K 0.05% 330
2018
Q4 		$355K Buy
13,464
+5,913
+78% +$174K 0.08% 258
2018
Q3 		$251K Buy
+7,551
New +$251K 0.05% 314

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kingsview Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.5% in Q1 2026, selling an estimated $11.7K and leaving 47,220 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #481.

Kingsview Wealth Management first reported a position in SPSM in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.53M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Kingsview Wealth Management held 47,220 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $2.28M as of Q1 2026.
  • Kingsview Wealth Management sold 237 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $11.7K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #481 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Kingsview Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $2.53M in Q3 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.