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

RKL 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 Q3	$34.8M	Buy	658,787 +64,934	+11%	+$3.65M	2.76%	8
2026 Q2	$34.2M	Buy	593,853 +23,588	+4%	+$1.26M	2.73%	8
2026 Q1	$27.6M	Sell	570,265 -41,605	-7%	-$2.06M	2.48%	8
2025 Q4	$28.7M	Buy	611,870 +94,168	+18%	+$4.39M	2.35%	9
2025 Q3	$24M	Buy	517,702 +39,728	+8%	+$1.78M	2.04%	11
2025 Q2	$20.4M	Buy	477,974 +66,439	+16%	+$2.68M	1.79%	14
2025 Q1	$16.8M	Buy	411,535 +259,705	+171%	+$11.4M	1.58%	15
2024 Q4	$6.82M	Buy	151,830 +129,190	+571%	+$6.01M	0.61%	30
2024 Q3	$1.03M	Buy	+22,640	New	+$995K	0.09%	86

Other funds holding SPSM

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

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

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

RKL Wealth Management's SPSM Position: Q3 2026 in Review

RKL Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q3 2026, buying an estimated $3.65M and bringing the position to 658,787 shares worth $34.8M. The position accounts for 2.76% of the portfolio, ranked #8.

RKL Wealth Management first reported a position in SPSM in Q3 2024 and has held it in 9 quarters since. 311 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

RKL Wealth Management held 658,787 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $34.8M as of Q3 2026.
RKL Wealth Management bought 64,934 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $3.65M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.76% of RKL Wealth Management's portfolio in Q3 2026, its #8 holding.
RKL Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2024 and has held it in 9 quarters since.
311 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.