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 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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Maia Wealth's SPSM Position: Q2 2026 in Review

Maia Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 23% in Q2 2026, buying an estimated $748K and bringing the position to 76,224 shares worth $4.4M. The position accounts for 0.65% of the portfolio, ranked #43.

Maia Wealth first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 427 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Maia Wealth held 76,224 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $4.4M as of Q2 2026.
Maia Wealth bought 14,018 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $748K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.65% of Maia Wealth's portfolio in Q2 2026, its #43 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 10 quarters since.
427 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.