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

Marion Wealth Management’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 		$242K Sell
4,201
-128
-3% -$6.83K 0.05% 143
2026
Q1 		$209K Sell
4,329
-105
-2% -$5.2K 0.05% 141
2025
Q4 		$221K Sell
4,434
-60
-1% -$2.8K 0.05% 133
2025
Q3 		$208K Buy
+4,494
New +$202K 0.05% 130
2025
Q2 		– Sell
-8,019
Closed -$327K – 139
2025
Q1 		$327K Buy
8,019
+522
+7% +$23K 0.09% 102
2024
Q4 		$337K Buy
7,497
+163
+2% +$7.58K 0.09% 104
2024
Q3 		$334K Buy
7,334
+1,140
+18% +$50.1K 0.09% 104
2024
Q2 		$257K Buy
6,194
+23
+0.4% +$958 0.08% 112
2024
Q1 		$266K Buy
6,171
+105
+2% +$4.34K 0.08% 110
2023
Q4 		$256K Sell
6,066
-1,285
-17% -$48.4K 0.08% 107
2023
Q3 		$271K Buy
7,351
+110
+2% +$4.28K 0.1% 101
2023
Q2 		$281K Buy
+7,241
New +$269K 0.1% 94

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
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
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Marion Wealth Management's SPSM Position: Q2 2026 in Review

Marion Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 3% in Q2 2026, selling an estimated $6.83K and leaving 4,201 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #143.

Marion Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $337K in Q4 2024. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Marion Wealth Management held 4,201 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $242K as of Q2 2026.
  • Marion Wealth Management sold 128 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.83K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of Marion Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Marion Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Marion Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $337K in Q4 2024.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.