Perspective Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPSM
VA
CCWA
Perspective Wealth Advisors's SPSM Position: Q2 2026 in Review
Perspective Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 7.5% in Q2 2026, buying an estimated $50.7K and bringing the position to 13,567 shares worth $782K. The position accounts for 0.43% of the portfolio, ranked #41.
Perspective Wealth Advisors first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,046 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.
- Perspective Wealth Advisors held 13,567 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $782K as of Q2 2026.
- Perspective Wealth Advisors bought 949 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $50.7K.
- State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.43% of Perspective Wealth Advisors's portfolio in Q2 2026, its #41 holding.
- Perspective Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 1,046 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.
Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.