MWM
SPSM icon

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

MBE 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 		$333K Sell
5,780
-401
-6% -$21.4K 0.12% 115
2026
Q1 		$299K Sell
6,181
-307
-5% -$15.2K 0.12% 110
2025
Q4 		$304K Sell
6,488
-24
-0.4% -$1.12K 0.13% 104
2025
Q3 		$302K Buy
6,512
+80
+1% +$3.59K 0.13% 102
2025
Q2 		$274K Sell
6,432
-51
-0.8% -$2.06K 0.12% 105
2025
Q1 		$264K Sell
6,483
-392
-6% -$17.3K 0.13% 95
2024
Q4 		$309K Sell
6,875
-471
-6% -$21.9K 0.17% 67
2024
Q3 		$334K Sell
7,346
-1,601
-18% -$70.3K 0.18% 66
2024
Q2 		$372K Sell
8,947
-8
-0.1% -$333 0.22% 61
2024
Q1 		$385K Hold
8,955
– – 0.24% 59
2023
Q4 		$378K Sell
8,955
-23
-0.3% -$867 0.19% 61
2023
Q3 		$331K Sell
8,978
-682
-7% -$26.6K 0.19% 55
2023
Q2 		$375K Buy
9,660
+26
+0.3% +$966 0.2% 54
2023
Q1 		$364K Buy
9,634
+146
+2% +$5.7K 0.21% 51
2022
Q4 		$351K Sell
9,488
-159
-2% -$5.96K 0.23% 47
2022
Q3 		$329K Buy
9,647
+9
+0.1% +$341 0.24% 40
2022
Q2 		$347K Sell
9,638
-627
-6% -$24.3K 0.24% 39
2022
Q1 		$432K Buy
10,265
+126
+1% +$5.3K 0.26% 36
2021
Q4 		$453K Buy
10,139
+1
+0% +$44 0.23% 31
2021
Q3 		$432K Sell
10,138
-33
-0.3% -$1.41K 0.22% 31
2021
Q2 		$447K Sell
10,171
-749
-7% -$32.5K 0.23% 31
2021
Q1 		$462K Sell
10,920
-15,000
-58% -$611K 0.25% 36
2020
Q4 		$927K Buy
25,920
+11,705
+82% +$375K 0.63% 23
2020
Q3 		$377K Hold
14,215
– – 0.32% 32
2020
Q2 		$377K Sell
14,215
-192,241
-93% -$4.72M 0.32% 32
2020
Q1 		$4.51M Buy
206,456
+51,091
+33% +$1.48M 4.3% 6
2019
Q4 		$5.07M Buy
+155,365
New +$4.85M 5.07% 5

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

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

MBE Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.5% in Q2 2026, selling an estimated $21.4K and leaving 5,780 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #115.

MBE Wealth Management first reported a position in SPSM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.07M in Q4 2019. 340 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • MBE Wealth Management held 5,780 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $333K as of Q2 2026.
  • MBE Wealth Management sold 401 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $21.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of MBE Wealth Management's portfolio in Q2 2026, its #115 holding.
  • MBE Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • MBE Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.07M in Q4 2019.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.