15 Wealth Advisors LLC’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

15 Wealth Advisors LLC’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	$258K	Buy	+4,879	New	+$275K	0.06%	98

Other funds holding SPSM

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

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

PWA

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

15 Wealth Advisors LLC's SPSM Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q3 2026: 4,879 shares worth $258K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

123 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

15 Wealth Advisors LLC held 4,879 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $258K as of Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #98 holding.
123 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.