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

NWAM LLC’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	$984K	Buy	17,069 +113	+0.7%	+$6.03K	0.05%	332
2026 Q1	$819K	Buy	16,956 +4,226	+33%	+$209K	0.05%	322
2025 Q4	$635K	Sell	12,730 -23	-0.2%	-$1.07K	0.04%	357
2025 Q3	$594K	Buy	12,753 +17	+0.1%	+$762	0.03%	379
2025 Q2	$547K	Sell	12,736 -767	-6%	-$30.9K	0.03%	377
2025 Q1	$550K	Sell	13,503 -1,854	-12%	-$81.7K	0.05%	297
2024 Q4	$690K	Sell	15,357 -98	-0.6%	-$4.56K	0.04%	323
2024 Q3	$703K	Buy	+15,455	New	+$679K	0.04%	315
2024 Q2	–	Sell	-15,288	Closed	-$646K	–	476
2024 Q1	$646K	Buy	15,288 +617	+4%	+$25.5K	0.05%	282
2023 Q4	$619K	Buy	+14,671	New	+$553K	0.05%	305

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NWAM LLC's SPSM Position: Q2 2026 in Review

NWAM LLC increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.67% in Q2 2026, buying an estimated $6.03K and bringing the position to 17,069 shares worth $984K. The position accounts for 0.05% of the portfolio, ranked #332.

NWAM LLC first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

NWAM LLC held 17,069 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $984K as of Q2 2026.
NWAM LLC bought 113 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.03K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.05% of NWAM LLC's portfolio in Q2 2026, its #332 holding.
NWAM LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.