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

Quadcap 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	$225K	Buy	+3,906	New	+$209K	0.02%	382
2024 Q2	–	Sell	-4,672	Closed	-$201K	–	404
2024 Q1	$201K	Sell	4,672 -99	-2%	-$4.09K	0.05%	315
2023 Q4	$201K	Buy	+4,771	New	+$180K	0.05%	316

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

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

Quadcap Wealth Management opened a new position in State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q2 2026: 3,906 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #382 among its holdings. This is a return to the name: Quadcap Wealth Management previously reported a position in SPSM as recently as Q1 2024.

Quadcap Wealth Management first reported a position in SPSM in Q4 2023 and has held it in 3 quarters since. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Quadcap Wealth Management held 3,906 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $225K as of Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF was a new Quadcap Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Quadcap Wealth Management's portfolio in Q2 2026, its #382 holding.
Quadcap 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 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 Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.