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

Parcion Private Wealth’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	$518K	Hold	8,980	–	–	0.03%	255
2026 Q1	$434K	Hold	8,980	–	–	0.03%	264
2025 Q4	$421K	Hold	8,980	–	–	0.03%	262
2025 Q3	$416K	Hold	8,980	–	–	0.03%	222
2025 Q2	$383K	Sell	8,980 -570	-6%	-$23K	0.03%	204
2025 Q1	$389K	Sell	9,550 -698	-7%	-$30.7K	0.03%	188
2024 Q4	$460K	Sell	10,248 -2,106	-17%	-$98K	0.04%	166
2024 Q3	$562K	Hold	12,354	–	–	0.05%	147
2024 Q2	$513K	Sell	12,354 -2,652	-18%	-$111K	0.05%	135
2024 Q1	$646K	Buy	15,006 +14	+0.1%	+$579	0.06%	125
2023 Q4	$632K	Hold	14,992	–	–	0.06%	126
2023 Q3	$553K	Buy	14,992 +1,228	+9%	+$47.8K	0.06%	128
2023 Q2	$535K	Buy	+13,764	New	+$512K	0.05%	127

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

Parcion Private Wealth's SPSM Position: Q2 2026 in Review

Parcion Private Wealth held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 8,980 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #255.

Parcion Private Wealth first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $646K in Q1 2024. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Parcion Private Wealth held 8,980 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $518K as of Q2 2026.
Parcion Private Wealth left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #255 holding.
Parcion Private Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 13 quarters since.
Parcion Private Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $646K in Q1 2024.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.