KWB Wealth
SPSM icon

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

KWB Wealth’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 		$24M Buy
453,296
+481
+0.1% +$27.1K 2.05% 11
2026
Q2 		$26.1M Sell
452,815
-96,016
-17% -$5.13M 2.23% 11
2026
Q1 		$25.7M Sell
548,831
-55,083
-9% -$2.73M 2.54% 9
2025
Q4 		$28.3M Buy
603,914
+425,076
+238% +$19.8M 2.68% 8
2025
Q3 		$7.62M Buy
178,838
+2,759
+2% +$124K 0.84% 30
2025
Q2 		$7.18M Sell
176,079
-56,665
-24% -$2.29M 0.87% 27
2025
Q1 		$10.5M Sell
232,744
-19,055
-8% -$839K 1.26% 18
2024
Q4 		$11.5M Sell
251,799
-20,434
-8% -$950K 1.42% 19
2024
Q3 		$11.3M Buy
272,233
+15,726
+6% +$691K 1.47% 17
2024
Q2 		$11M Sell
256,507
-11,459
-4% -$477K 1.52% 16
2024
Q1 		$11.5M Sell
267,966
-5,674
-2% -$235K 1.55% 16
2023
Q4 		$11.5M Buy
273,640
+13,927
+5% +$525K 1.67% 14
2023
Q3 		$10.1M Sell
259,713
-726
-0.3% -$28.3K 1.62% 11
2023
Q2 		$10.1M Buy
260,439
+44,490
+21% +$1.65M 1.6% 11
2023
Q1 		$7.98M Buy
215,949
+774
+0.4% +$30.2K 1.47% 15
2022
Q4 		$7.96M Sell
215,175
-9,188
-4% -$344K 1.51% 15
2022
Q3 		$7.64M Buy
224,363
+30,216
+16% +$1.14M 1.53% 15
2022
Q2 		$6.98M Sell
194,147
-229,644
-54% -$8.91M 1.35% 17
2022
Q1 		$18.9M Sell
423,791
-1,688
-0.4% -$71.1K 3.16% 10
2021
Q4 		$19M Buy
425,479
+206,306
+94% +$9.17M 3.16% 10
2021
Q3 		$9.34M Buy
219,173
+23,766
+12% +$1.02M 1.66% 16
2021
Q2 		$8.26M Hold
195,407
– – 1.58% 16
2021
Q1 		$8.26M Buy
195,407
+22,912
+13% +$934K 1.58% 16
2020
Q4 		$6.18M Buy
+172,495
New +$5.53M 1.28% 19

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

KWB Wealth's SPSM Position: Q3 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.11% in Q3 2026, buying an estimated $27.1K and bringing the position to 453,296 shares worth $24M. The position accounts for 2.05% of the portfolio, ranked #11.

KWB Wealth first reported a position in SPSM in Q4 2020 and has held it in 24 quarters since. The position peaked at $28.3M in Q4 2025. 204 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

  • KWB Wealth held 453,296 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $24M as of Q3 2026.
  • KWB Wealth bought 481 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $27.1K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.05% of KWB Wealth's portfolio in Q3 2026, its #11 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $28.3M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.