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

Outlook Wealth Advisors’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	$773K	Sell	13,427 -976	-7%	-$52.1K	0.17%	129
2026 Q1	$696K	Sell	14,403 -3,435	-19%	-$170K	0.17%	130
2025 Q4	$836K	Sell	17,838 -4,294	-19%	-$200K	0.19%	101
2025 Q3	$1.03M	Buy	22,132 +8,361	+61%	+$375K	0.26%	86
2025 Q2	$587K	Buy	13,771 +4,538	+49%	+$183K	0.15%	131
2025 Q1	$376K	Sell	9,233 -5,649	-38%	-$249K	0.1%	187
2024 Q4	$669K	Buy	14,882 +199	+1%	+$9.26K	0.19%	111
2024 Q3	$668K	Sell	14,683 -1,902	-11%	-$83.6K	0.19%	109
2024 Q2	$413K	Sell	16,585 -4,126	-20%	-$172K	0.13%	157
2024 Q1	$891K	Sell	20,711 -5,885	-22%	-$243K	0.28%	73
2023 Q4	$1.12M	Buy	26,596 +1,522	+6%	+$57.3K	0.39%	54
2023 Q3	$925K	Buy	25,074 +11,606	+86%	+$452K	0.35%	66
2023 Q2	$523K	Sell	13,468 -4,846	-26%	-$180K	0.2%	123
2023 Q1	$692K	Sell	18,314 -20,697	-53%	-$808K	0.31%	82
2022 Q4	$1.44M	Sell	39,011 -582	-1%	-$21.8K	0.68%	31
2022 Q3	$1.35M	Sell	39,593 -940	-2%	-$35.6K	0.6%	38
2022 Q2	$1.46M	Sell	40,533 -1,930	-5%	-$74.9K	0.6%	37
2022 Q1	$1.79M	Sell	42,463 -542	-1%	-$22.8K	0.6%	32
2021 Q4	$1.92M	Sell	43,005 -706	-2%	-$31.4K	0.56%	36
2021 Q3	$1.86M	Sell	43,711 -276	-0.6%	-$11.8K	0.61%	41
2021 Q2	$1.93M	Sell	43,987 -1,294	-3%	-$56.2K	0.62%	42
2021 Q1	$1.91M	Sell	45,281 -1,768	-4%	-$72K	0.67%	36
2020 Q4	$1.68M	Sell	47,049 -1,149	-2%	-$36.8K	0.61%	43
2020 Q3	$1.32M	Sell	48,198 -3,658	-7%	-$102K	0.52%	52
2020 Q2	$1.38M	Sell	51,856 -2,946	-5%	-$72.4K	0.58%	47
2020 Q1	$1.2M	Buy	54,802 +3,252	+6%	+$94.3K	0.68%	37
2019 Q4	$1.68M	Sell	51,550 -17,040	-25%	-$532K	0.95%	27
2019 Q3	$2.06M	Buy	68,590 +392	+0.6%	+$11.8K	1.23%	20
2019 Q2	$2.09M	Buy	68,198 +3,883	+6%	+$118K	1.38%	16
2019 Q1	$1.95M	Sell	64,315 -65,165	-50%	-$1.94M	1.6%	11
2018 Q4	$3.41M	Buy	+129,480	New	+$3.82M	1.56%	12

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Outlook Wealth Advisors's SPSM Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.8% in Q2 2026, selling an estimated $52.1K and leaving 13,427 shares worth $773K. The position accounts for 0.17% of the portfolio, ranked #129.

Outlook Wealth Advisors first reported a position in SPSM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.41M in Q4 2018. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Outlook Wealth Advisors held 13,427 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $773K as of Q2 2026.
Outlook Wealth Advisors sold 976 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $52.1K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.17% of Outlook Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2018 and has held it in 31 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.41M in Q4 2018.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.