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

Maia 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	$4.88M	Buy	92,255 +16,031	+21%	+$902K	0.67%	41
2026 Q2	$4.4M	Buy	76,224 +14,018	+23%	+$748K	0.65%	43
2026 Q1	$3.01M	Buy	62,206 +14,705	+31%	+$728K	0.51%	55
2025 Q4	$2.39M	Buy	47,501 +4,976	+12%	+$232K	0.41%	70
2025 Q3	$1.97M	Buy	42,525 +17,387	+69%	+$780K	0.33%	85
2025 Q2	$1.07M	Buy	25,138 +19,323	+332%	+$779K	0.2%	127
2025 Q1	$219K	Buy	5,815 +895	+18%	+$39.4K	0.05%	272
2024 Q4	$228K	Buy	4,920 +69	+1%	+$3.21K	0.05%	272
2024 Q3	$217K	Sell	4,851 -204	-4%	-$8.96K	0.05%	241
2024 Q2	$222K	Buy	+5,055	New	+$211K	0.07%	207
2023 Q4	$262K	Buy	+6,222	New	+$234K	0.11%	155

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Maia Wealth's SPSM Position: Q3 2026 in Review

Maia Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 21% in Q3 2026, buying an estimated $902K and bringing the position to 92,255 shares worth $4.88M. The position accounts for 0.67% of the portfolio, ranked #41.

Maia Wealth first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 601 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Maia Wealth held 92,255 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.88M as of Q3 2026.
Maia Wealth bought 16,031 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $902K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.67% of Maia Wealth's portfolio in Q3 2026, its #41 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
601 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.