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

Oakwell Private 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
2026 Q1	$382K	Hold	7,911	–	–	0.07%	61
2025 Q4	$371K	Hold	7,911	–	–	0.07%	60
2025 Q3	$366K	Hold	7,911	–	–	0.07%	63
2025 Q2	$337K	Hold	7,911	–	–	0.08%	61
2025 Q1	$322K	Hold	7,911	–	–	0.09%	58
2024 Q4	$355K	Hold	7,911	–	–	0.1%	52
2024 Q3	$360K	Sell	7,911 -204	-3%	-$8.96K	0.1%	50
2024 Q2	$337K	Sell	8,115 -22	-0.3%	-$917	0.1%	52
2024 Q1	$350K	Hold	8,137	–	–	0.11%	48
2023 Q4	$343K	Sell	8,137 -306	-4%	-$11.5K	0.12%	47
2023 Q3	$312K	Hold	8,443	–	–	0.13%	52
2023 Q2	$328K	Buy	+8,443	New	+$314K	0.14%	46

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

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

Oakwell Private Wealth Management's SPSM Position: Q1 2026 in Review

Oakwell Private Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 7,911 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #61.

Oakwell Private Wealth Management first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Oakwell Private Wealth Management held 7,911 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $382K as of Q1 2026.
Oakwell Private Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #61 holding.
Oakwell Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.