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

Mascagni 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	$308K	Buy	5,349 +51	+1%	+$2.72K	0.19%	104
2026 Q1	$256K	Sell	5,298 -435	-8%	-$21.5K	0.18%	104
2025 Q4	$269K	Buy	5,733 +156	+3%	+$7.28K	0.2%	101
2025 Q3	$258K	Buy	5,577 +311	+6%	+$13.9K	0.2%	104
2025 Q2	$224K	Buy	5,266 +341	+7%	+$13.8K	0.19%	109
2025 Q1	$201K	Hold	4,925	–	–	0.2%	112
2024 Q4	$201K	Buy	+4,925	New	+$229K	0.2%	112

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mascagni Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.96% in Q2 2026, buying an estimated $2.72K and bringing the position to 5,349 shares worth $308K. The position accounts for 0.19% of the portfolio, ranked #104.

Mascagni Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Mascagni Wealth Management held 5,349 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $308K as of Q2 2026.
Mascagni Wealth Management bought 51 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.72K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.19% of Mascagni Wealth Management's portfolio in Q2 2026, its #104 holding.
Mascagni Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.