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

Power Wealth Management’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	$231K	Buy	+3,999	New	+$214K	0.08%	106
2026 Q1	–	Sell	-4,438	Closed	-$208K	–	101
2025 Q4	$208K	Hold	4,438	–	–	0.07%	91
2025 Q3	$206K	Buy	+4,438	New	+$199K	0.07%	87
2025 Q1	–	Sell	-5,979	Closed	-$269K	–	93
2024 Q4	$269K	Buy	5,979 +1,308	+28%	+$60.8K	0.11%	81
2024 Q3	$213K	Sell	4,671 -217	-4%	-$9.53K	0.09%	92
2024 Q2	$203K	Sell	4,888 -135	-3%	-$5.63K	0.1%	98
2024 Q1	$216K	Sell	5,023 -165	-3%	-$6.82K	0.14%	91
2023 Q4	$219K	Buy	+5,188	New	+$195K	0.15%	88

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

Power Wealth Management's SPSM Position: Q2 2026 in Review

Power Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,999 shares worth $231K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings. This is a return to the name: Power Wealth Management previously reported a position in SPSM as recently as Q4 2025.

Power Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 8 quarters since. The position peaked at $269K in Q4 2024. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Power Wealth Management held 3,999 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $231K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Power Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.08% of Power Wealth Management's portfolio in Q2 2026, its #106 holding.
Power Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 8 quarters since.
Power Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $269K in Q4 2024.
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 Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.