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

Onyx Bridge Wealth 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 Q3	–	Sell	-4,046	Closed	-$233K	–	420
2026 Q2	$233K	Sell	4,046 -333	-8%	-$17.8K	0.02%	344
2026 Q1	$212K	Sell	4,379 -1,967	-31%	-$97.4K	0.02%	334
2025 Q4	$297K	Sell	6,346 -691	-10%	-$32.2K	0.03%	288
2025 Q3	$326K	Buy	+7,037	New	+$316K	0.04%	273

Other funds holding SPSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Onyx Bridge Wealth Group's SPSM Position: Q3 2026 in Review

Onyx Bridge Wealth Group sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026, closing a stake of 4,046 shares — an estimated $233K sold.

Onyx Bridge Wealth Group first reported a position in SPSM in Q3 2025 and held it in 4 quarters. The position peaked at $326K in Q3 2025. 931 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Onyx Bridge Wealth Group reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q3 2026 after selling out during the quarter.
Onyx Bridge Wealth Group sold 4,046 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $233K.
Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and held it in 4 quarters.
Onyx Bridge Wealth Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $326K in Q3 2025.
931 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.