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

Leslie Global 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 Q2	$6.85M	Sell	118,813 -16,563	-12%	-$884K	2.67%	13
2026 Q1	$6.54M	Sell	135,376 -22	-0%	-$1.09K	3.45%	7
2025 Q4	$6.34M	Buy	135,398 +2,520	+2%	+$118K	2.85%	10
2025 Q3	$6.15M	Sell	132,878 -17,710	-12%	-$794K	2.89%	10
2025 Q2	$6.42M	Sell	150,588 -922	-0.6%	-$37.2K	3.43%	7
2025 Q1	$6.18M	Buy	151,510 +10,071	+7%	+$444K	3.01%	11
2024 Q4	$6.35M	Sell	141,439 -18,509	-12%	-$861K	2.95%	13
2024 Q3	$7.28M	Buy	159,948 +1,283	+0.8%	+$56.4K	3.54%	9
2024 Q2	$6.59M	Buy	+158,665	New	+$6.61M	3.85%	9

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Leslie Global Wealth's SPSM Position: Q2 2026 in Review

Leslie Global Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 12% in Q2 2026, selling an estimated $884K and leaving 118,813 shares worth $6.85M. The position accounts for 2.67% of the portfolio, ranked #13.

Leslie Global Wealth first reported a position in SPSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.28M in Q3 2024. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Leslie Global Wealth held 118,813 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.85M as of Q2 2026.
Leslie Global Wealth sold 16,563 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $884K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.67% of Leslie Global Wealth's portfolio in Q2 2026, its #13 holding.
Leslie Global Wealth 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.
Leslie Global Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $7.28M in Q3 2024.
517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.