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

Private Wealth Group’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	$10.6M	Buy	183,563 +31,500	+21%	+$1.68M	4.09%	7
2026 Q1	$7.35M	Buy	152,063 +2,028	+1%	+$100K	3.43%	9
2025 Q4	$7.03M	Buy	150,035 +2,159	+1%	+$101K	3.37%	9
2025 Q3	$6.85M	Sell	147,876 -2,572	-2%	-$115K	3.41%	9
2025 Q2	$6.41M	Sell	150,448 -30,817	-17%	-$1.24M	3.41%	9
2025 Q1	$7.39M	Sell	181,265 -905	-0.5%	-$39.9K	4.34%	7
2024 Q4	$8.18M	Buy	182,170 +4,556	+3%	+$212K	4%	7
2024 Q3	$8.08M	Sell	177,614 -4,610	-3%	-$203K	4.04%	8
2024 Q2	$7.57M	Sell	182,224 -299	-0.2%	-$12.5K	3.97%	7
2024 Q1	$7.86M	Buy	182,523 +8,543	+5%	+$353K	4.07%	7
2023 Q4	$7.34M	Sell	173,980 -644	-0.4%	-$24.3K	4.16%	7
2023 Q3	$6.44M	Buy	174,624 +76,294	+78%	+$2.97M	4.22%	9
2023 Q2	$3.82M	Buy	98,330 +66,354	+208%	+$2.47M	3.93%	9
2023 Q1	$1.21M	Sell	31,976 -2,271	-7%	-$88.7K	1.66%	21
2022 Q4	$1.27M	Sell	34,247 -794	-2%	-$29.7K	1.8%	20
2022 Q3	$1.19M	Sell	35,041 -48,775	-58%	-$1.85M	1.86%	17
2022 Q2	$3.02M	Sell	83,816 -12,770	-13%	-$496K	3.73%	9
2022 Q1	$4.06M	Sell	96,586 -18,671	-16%	-$786K	2.99%	9
2021 Q4	$5.15M	Sell	115,257 -4,400	-4%	-$196K	3.49%	6
2021 Q3	$5.1M	Buy	119,657 +1,704	+1%	+$73K	3.37%	7
2021 Q2	$5.18M	Buy	117,953 +7,957	+7%	+$346K	3.43%	7
2021 Q1	$4.65M	Sell	109,996 -4,699	-4%	-$191K	3.32%	7
2020 Q4	$4.11M	Sell	114,695 -11,938	-9%	-$382K	3.42%	7
2020 Q3	$3.47M	Buy	+126,633	New	+$3.53M	2.81%	8

Other funds holding SPSM

CCWA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Private Wealth Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 21% in Q2 2026, buying an estimated $1.68M and bringing the position to 183,563 shares worth $10.6M. The position accounts for 4.09% of the portfolio, ranked #7.

Private Wealth Group first reported a position in SPSM in Q3 2020 and has held it in 24 quarters since. 316 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Private Wealth Group held 183,563 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10.6M as of Q2 2026.
Private Wealth Group bought 31,500 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.68M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 4.09% of Private Wealth Group's portfolio in Q2 2026, its #7 holding.
Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2020 and has held it in 24 quarters since.
316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.