ORG Wealth Partners’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

ORG Wealth Partners’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	$9.9K	Sell	187 -14	-7%	-$788	﹤0.01%	724
2026 Q2	$11.6K	Hold	201	–	–	﹤0.01%	508
2026 Q1	$9.7K	Hold	201	–	–	﹤0.01%	508
2025 Q4	$9.42K	Hold	201	–	–	﹤0.01%	476
2025 Q3	$9.31K	Hold	201	–	–	﹤0.01%	475
2025 Q2	$8.69K	Hold	201	–	–	﹤0.01%	505
2025 Q1	$8.22K	Hold	201	–	–	﹤0.01%	553
2024 Q4	$9.03K	Sell	201 -53	-21%	-$2.46K	﹤0.01%	382
2024 Q3	$11.6K	Buy	+254	New	+$11.2K	﹤0.01%	367

Other funds holding SPSM

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

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

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

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

ORG Wealth Partners's SPSM Position: Q3 2026 in Review

ORG Wealth Partners reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7% in Q3 2026, selling an estimated $788 and leaving 187 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

ORG Wealth Partners first reported a position in SPSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $11.6K in Q2 2026. 604 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

ORG Wealth Partners held 187 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.9K as of Q3 2026.
ORG Wealth Partners sold 14 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $788.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #724 holding.
ORG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 9 quarters since.
ORG Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.6K in Q2 2026.
604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.