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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
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

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

Onyx Bridge Wealth Group's SPSM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.6% in Q2 2026, selling an estimated $17.8K and leaving 4,046 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #344.

Onyx Bridge Wealth Group first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $326K in Q3 2025. 347 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Onyx Bridge Wealth Group held 4,046 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $233K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 333 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $17.8K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #344 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Onyx Bridge Wealth Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $326K in Q3 2025.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.