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 Q3	$288K	Sell	5,446 -334	-6%	-$18.8K	0.1%	131
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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

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

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

MBE Wealth Management's SPSM Position: Q3 2026 in Review

MBE Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.8% in Q3 2026, selling an estimated $18.8K and leaving 5,446 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #131.

MBE Wealth Management first reported a position in SPSM in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.07M in Q4 2019. 453 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

MBE Wealth Management held 5,446 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $288K as of Q3 2026.
MBE Wealth Management sold 334 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $18.8K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.1% of MBE Wealth Management's portfolio in Q3 2026, its #131 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 28 quarters since.
MBE Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $5.07M in Q4 2019.
453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.