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

MGB 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
2025 Q4	$39.7K	Buy	840 +340	+68%	+$15.9K	0.01%	273
2025 Q3	$23.1K	Hold	500	–	–	0.01%	285
2025 Q2	$21.3K	Sell	500 -11,440	-96%	-$461K	0.01%	279
2025 Q1	$487K	Sell	11,940 -1,081	-8%	-$47.6K	0.18%	122
2024 Q4	$585K	Buy	13,021 +123	+1%	+$5.72K	0.18%	99
2024 Q3	$587K	Sell	12,898 -85	-0.7%	-$3.73K	0.21%	103
2024 Q2	$562K	Sell	12,983 -179	-1%	-$7.46K	0.21%	107
2024 Q1	$566K	Sell	13,162 -964	-7%	-$39.9K	0.23%	104
2023 Q4	$596K	Buy	+14,126	New	+$532K	0.3%	90

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

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

MGB Wealth Management's SPSM Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 68% in Q4 2025, buying an estimated $15.9K and bringing the position to 840 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #273.

MGB Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 9 quarters since. The position peaked at $596K in Q4 2023. 977 funds tracked by Wall St. Rank hold SPSM as of Q4 2025.

MGB Wealth Management held 840 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $39.7K as of Q4 2025.
MGB Wealth Management bought 340 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q4 2025, an estimated $15.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #273 holding.
MGB Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $596K in Q4 2023.
977 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.