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

Rainier Family Wealth’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	$5.22M	Buy	90,552 +1,227	+1%	+$65.5K	2.97%	7
2026 Q1	$4.32M	Sell	89,325 -3,724	-4%	-$184K	2.9%	9
2025 Q4	$4.36M	Buy	93,049 +12,123	+15%	+$565K	3.29%	8
2025 Q3	$3.75M	Sell	80,926 -103	-0.1%	-$4.62K	3.34%	8
2025 Q2	$3.45M	Sell	81,029 -14,010	-15%	-$565K	3.45%	6
2025 Q1	$3.87M	Buy	95,039 +8,026	+9%	+$354K	4.56%	4
2024 Q4	$3.91M	Buy	+87,013	New	+$4.05M	4.73%	4

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

Rainier Family Wealth's SPSM Position: Q2 2026 in Review

Rainier Family Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q2 2026, buying an estimated $65.5K and bringing the position to 90,552 shares worth $5.22M. The position accounts for 2.97% of the portfolio, ranked #7.

Rainier Family Wealth first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Rainier Family Wealth held 90,552 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $5.22M as of Q2 2026.
Rainier Family Wealth bought 1,227 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $65.5K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.97% of Rainier Family Wealth's portfolio in Q2 2026, its #7 holding.
Rainier Family Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.