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

Rialto 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	$21.3K	Hold	369	–	–	﹤0.01%	422
2026 Q1	$17.8K	Hold	369	–	–	﹤0.01%	396
2025 Q4	$17.3K	Sell	369 -552	-60%	-$25.7K	﹤0.01%	379
2025 Q3	$42.7K	Buy	921 +42	+5%	+$1.88K	0.01%	281
2025 Q2	$37.4K	Buy	879 +55	+7%	+$2.22K	0.01%	289
2025 Q1	$33.6K	Hold	824	–	–	0.01%	286
2024 Q4	$37K	Buy	+824	New	+$38.3K	0.01%	276

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

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

Rialto Wealth Management held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 369 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Rialto Wealth Management first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.7K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Rialto Wealth Management held 369 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $21.3K as of Q2 2026.
Rialto Wealth Management left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #422 holding.
Rialto Wealth Management 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.
Rialto Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $42.7K in Q3 2025.
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 Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.