MWC
SPSM icon

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

MBM Wealth Consultants’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 		$1.8M Sell
31,187
-2,331
-7% -$124K 0.35% 44
2026
Q1 		$1.62M Buy
33,518
+497
+2% +$24.6K 0.37% 40
2025
Q4 		$1.55M Buy
33,021
+1,670
+5% +$77.9K 0.37% 46
2025
Q3 		$1.45M Buy
31,351
+80
+0.3% +$3.59K 0.36% 46
2025
Q2 		$1.33M Buy
31,271
+1,861
+6% +$75K 0.36% 46
2025
Q1 		$1.2M Buy
29,410
+1,374
+5% +$60.5K 0.35% 46
2024
Q4 		$1.26M Buy
28,036
+1,225
+5% +$57K 0.37% 45
2024
Q3 		$1.22M Buy
26,811
+275
+1% +$12.1K 0.38% 45
2024
Q2 		$1.09M Buy
26,536
+2,358
+10% +$98.3K 0.37% 48
2024
Q1 		$1.04M Buy
24,178
+1,029
+4% +$42.5K 0.37% 45
2023
Q4 		$967K Buy
23,149
+1,525
+7% +$57.5K 0.36% 46
2023
Q3 		$771K Buy
21,624
+1,850
+9% +$72.1K 0.34% 47
2023
Q2 		$784K Buy
19,774
+6,024
+44% +$224K 0.34% 43
2023
Q1 		$684K Hold
13,750
– – 0.28% 46
2022
Q4 		$510K Buy
13,750
+1,458
+12% +$54.6K 0.24% 55
2022
Q3 		$429K Buy
12,292
+1,939
+19% +$73.4K 0.21% 54
2022
Q2 		$373K Buy
10,353
+398
+4% +$15.4K 0.18% 59
2022
Q1 		$419K Buy
+9,955
New +$419K 0.17% 67

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MBM Wealth Consultants's SPSM Position: Q2 2026 in Review

MBM Wealth Consultants reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7% in Q2 2026, selling an estimated $124K and leaving 31,187 shares worth $1.8M. The position accounts for 0.35% of the portfolio, ranked #44.

MBM Wealth Consultants first reported a position in SPSM in Q1 2022 and has held it in 18 quarters since. 514 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • MBM Wealth Consultants held 31,187 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.8M as of Q2 2026.
  • MBM Wealth Consultants sold 2,331 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $124K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.35% of MBM Wealth Consultants's portfolio in Q2 2026, its #44 holding.
  • MBM Wealth Consultants first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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