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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RKL Wealth Management's SPSM Position: Q1 2026 in Review

RKL Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.8% in Q1 2026, selling an estimated $2.06M and leaving 570,265 shares worth $27.6M. The position accounts for 2.48% of the portfolio, ranked #8.

RKL Wealth Management first reported a position in SPSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $28.7M in Q4 2025. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • RKL Wealth Management held 570,265 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $27.6M as of Q1 2026.
  • RKL Wealth Management sold 41,605 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $2.06M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 2.48% of RKL Wealth Management's portfolio in Q1 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 7 quarters since.
  • RKL Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $28.7M in Q4 2025.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.