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

Premier Private 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	$6.18M	Buy	107,152 +10,912	+11%	+$583K	5.41%	7
2026 Q1	$4.65M	Buy	96,240 +432	+0.5%	+$21.4K	4.9%	7
2025 Q4	$4.79M	Buy	+95,808	New	+$4.47M	4.97%	7

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 22.9% 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

Premier Private Wealth Management's SPSM Position: Q2 2026 in Review

Premier Private Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q2 2026, buying an estimated $583K and bringing the position to 107,152 shares worth $6.18M. The position accounts for 5.41% of the portfolio, ranked #7.

Premier Private Wealth Management first reported a position in SPSM in Q4 2025 and has held it in 3 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Premier Private Wealth Management held 107,152 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.18M as of Q2 2026.
Premier Private Wealth Management bought 10,912 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $583K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 5.41% of Premier Private Wealth Management's portfolio in Q2 2026, its #7 holding.
Premier Private Wealth Management 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.
1,057 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.