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

National Wealth Management Group’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	$302K	Sell	5,237 -411	-7%	-$21.9K	0.09%	171
2026 Q1	$273K	Buy	5,648 +119	+2%	+$5.89K	0.1%	170
2025 Q4	$259K	Buy	5,529 +20	+0.4%	+$933	0.09%	203
2025 Q3	$255K	Sell	5,509 -486	-8%	-$21.8K	0.1%	200
2025 Q2	$255K	Buy	5,995 +510	+9%	+$20.6K	0.14%	134
2025 Q1	$224K	Sell	5,485 -86	-2%	-$3.79K	0.15%	134
2024 Q4	$250K	Sell	5,571 -206	-4%	-$9.58K	0.17%	121
2024 Q3	$263K	Sell	5,777 -3	-0.1%	-$132	0.18%	122
2024 Q2	$240K	Sell	5,780 -1,952	-25%	-$81.3K	0.18%	117
2024 Q1	$333K	Buy	7,732 +77	+1%	+$3.18K	0.26%	100
2023 Q4	$323K	Sell	7,655 -444	-5%	-$16.7K	0.31%	98
2023 Q3	$299K	Sell	8,099 -227	-3%	-$8.84K	0.33%	97
2023 Q2	$333K	Buy	+8,326	New	+$309K	0.35%	89

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

National Wealth Management Group's SPSM Position: Q2 2026 in Review

National Wealth Management Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.3% in Q2 2026, selling an estimated $21.9K and leaving 5,237 shares worth $302K. The position accounts for 0.09% of the portfolio, ranked #171.

National Wealth Management Group first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $333K in Q1 2024. 252 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

National Wealth Management Group held 5,237 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $302K as of Q2 2026.
National Wealth Management Group sold 411 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $21.9K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of National Wealth Management Group's portfolio in Q2 2026, its #171 holding.
National Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
National Wealth Management Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $333K in Q1 2024.
252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.