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

One Wealth Capital 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
Q2 		$420K Buy
7,289
+2,897
+66% +$155K 0.12% 130
2026
Q1 		$232K Buy
4,392
+59
+1% +$2.92K 0.1% 107
2025
Q4 		$203K Buy
+4,333
New +$202K 0.09% 132

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
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
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
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

One Wealth Capital Management's SPSM Position: Q2 2026 in Review

One Wealth Capital Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 66% in Q2 2026, buying an estimated $155K and bringing the position to 7,289 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #130.

One Wealth Capital Management first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • One Wealth Capital Management held 7,289 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $420K as of Q2 2026.
  • One Wealth Capital Management bought 2,897 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $155K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.12% of One Wealth Capital Management's portfolio in Q2 2026, its #130 holding.
  • One Wealth Capital Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.