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 Q3	$10M	Buy	188,740 +5,177	+3%	+$291K	3.8%	7
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Private Wealth Group's SPSM Position: Q3 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 2.8% in Q3 2026, buying an estimated $291K and bringing the position to 188,740 shares worth $10M. The position accounts for 3.8% of the portfolio, ranked #7.

Private Wealth Group first reported a position in SPSM in Q3 2020 and has held it in 25 quarters since. The position peaked at $10.6M in Q2 2026. 402 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Private Wealth Group held 188,740 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10M as of Q3 2026.
Private Wealth Group bought 5,177 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $291K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 3.8% of Private Wealth Group's portfolio in Q3 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 25 quarters since.
Private Wealth Group's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $10.6M in Q2 2026.
402 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.