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Moneywise Inc’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Moneywise Inc’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 		$419K Buy
7,272
+17
+0.2% +$908 0.16% 61
2026
Q1 		$351K Sell
7,255
-4
-0.1% -$198 0.15% 67
2025
Q4 		$340K Sell
7,259
-780
-10% -$36.4K 0.14% 66
2025
Q3 		$372K Sell
8,039
-26
-0.3% -$1.17K 0.17% 55
2025
Q2 		$344K Sell
8,065
-921
-10% -$37.1K 0.16% 62
2025
Q1 		$366K Sell
8,986
-213
-2% -$9.38K 0.19% 48
2024
Q4 		$413K Sell
9,199
-2,720
-23% -$127K 0.21% 43
2024
Q3 		$542K Buy
11,919
+28
+0.2% +$1.23K 0.27% 45
2024
Q2 		$494K Sell
11,891
-1,063
-8% -$44.3K 0.26% 44
2024
Q1 		$558K Sell
12,954
-3,396
-21% -$140K 0.3% 39
2023
Q4 		$690K Sell
16,350
-783
-5% -$29.5K 0.4% 32
2023
Q3 		$632K Sell
17,133
-214
-1% -$8.34K 0.4% 29
2023
Q2 		$674K Sell
17,347
-4,475
-21% -$166K 0.42% 28
2023
Q1 		$824K Sell
21,822
-86
-0.4% -$3.36K 0.53% 25
2022
Q4 		$810K Sell
21,908
-1,253
-5% -$46.9K 0.61% 25
2022
Q3 		$789K Sell
23,161
-428
-2% -$16.2K 0.64% 24
2022
Q2 		$849K Sell
23,589
-1,182
-5% -$45.9K 0.66% 26
2022
Q1 		$1.04M Sell
24,771
-404
-2% -$17K 0.69% 23
2021
Q4 		$1.13M Sell
25,175
-752
-3% -$33.4K 0.72% 24
2021
Q3 		$1.1M Sell
25,927
-1,232
-5% -$52.8K 0.72% 23
2021
Q2 		$1.19M Sell
27,159
-1,662
-6% -$72.2K 0.81% 24
2021
Q1 		$1.22M Sell
28,821
-1,250
-4% -$50.9K 0.82% 23
2020
Q4 		$1.08M Sell
30,071
-338
-1% -$10.8K 0.77% 24
2020
Q3 		$833K Sell
30,409
-2,334
-7% -$65.1K 0.66% 28
2020
Q2 		$870K Buy
32,743
+7,716
+31% +$190K 0.7% 28
2020
Q1 		$547K Buy
+25,027
New +$726K 0.48% 28

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
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

Moneywise Inc's SPSM Position: Q2 2026 in Review

Moneywise Inc increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.23% in Q2 2026, buying an estimated $908 and bringing the position to 7,272 shares worth $419K. The position accounts for 0.16% of the portfolio, ranked #61.

Moneywise Inc first reported a position in SPSM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.22M in Q1 2021. 431 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Moneywise Inc held 7,272 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $419K as of Q2 2026.
  • Moneywise Inc bought 17 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $908.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.16% of Moneywise Inc's portfolio in Q2 2026, its #61 holding.
  • Moneywise Inc first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Moneywise Inc's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.22M in Q1 2021.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.