Quest 10 Wealth Builders’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Quest 10 Wealth Builders’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 Q1	$280K	Sell	5,804 -15	-0.3%	-$743	0.25%	78
2025 Q4	$273K	Buy	5,819 +154	+3%	+$7.18K	0.24%	79
2025 Q3	$262K	Sell	5,665 -401	-7%	-$18K	0.24%	80
2025 Q2	$258K	Sell	6,066 -124	-2%	-$5K	0.25%	80
2025 Q1	$252K	Sell	6,190 -3,723	-38%	-$164K	0.27%	77
2024 Q4	$445K	Buy	+9,913	New	+$461K	0.44%	61

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Quest 10 Wealth Builders's SPSM Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.26% in Q1 2026, selling an estimated $743 and leaving 5,804 shares worth $280K. The position accounts for 0.25% of the portfolio, ranked #78.

Quest 10 Wealth Builders first reported a position in SPSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $445K in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Quest 10 Wealth Builders held 5,804 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $280K as of Q1 2026.
Quest 10 Wealth Builders sold 15 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $743.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.25% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #78 holding.
Quest 10 Wealth Builders first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $445K in Q4 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.