Kingswood Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Kingswood Wealth Advisors's SPSM Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.4% in Q2 2026, buying an estimated $307K and bringing the position to 67,061 shares worth $3.86M. The position accounts for 0.16% of the portfolio, ranked #151.
Kingswood Wealth Advisors first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Kingswood Wealth Advisors held 67,061 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.86M as of Q2 2026.
- Kingswood Wealth Advisors bought 5,754 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $307K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.16% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #151 holding.
- Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
- 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.