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 Q1	$9.71K	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

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

ORG Wealth Partners's SPSM Position: Q1 2026 in Review

ORG Wealth Partners held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q1 2026 at 201 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

ORG Wealth Partners first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.6K in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

ORG Wealth Partners held 201 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.71K as of Q1 2026.
ORG Wealth Partners 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 ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #508 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 7 quarters since.
ORG Wealth Partners's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $11.6K in Q3 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.