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 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

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 22.96% 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

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

RKL Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.1% in Q2 2026, buying an estimated $1.26M and bringing the position to 593,853 shares worth $34.2M. The position accounts for 2.73% of the portfolio, ranked #8.

RKL Wealth Management first reported a position in SPSM in Q3 2024 and has held it in 8 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

RKL Wealth Management held 593,853 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $34.2M as of Q2 2026.
RKL Wealth Management bought 23,588 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.26M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.73% of RKL Wealth Management's portfolio in Q2 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 8 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.