RW
SPSM icon

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

RVW 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 		$10.1M Buy
174,960
+21,844
+14% +$1.17M 0.66% 31
2026
Q1 		$7.4M Sell
153,116
-26,866
-15% -$1.33M 0.58% 30
2025
Q4 		$8.43M Sell
179,982
-6,635
-4% -$309K 0.64% 30
2025
Q3 		$8.64M Sell
186,617
-223
-0.1% -$10K 0.67% 30
2025
Q2 		$7.96M Sell
186,840
-13,328
-7% -$537K 0.68% 29
2025
Q1 		$8.16M Sell
200,168
-48,537
-20% -$2.14M 0.77% 30
2024
Q4 		$11.2M Sell
248,705
-8,094
-3% -$376K 1.04% 28
2024
Q3 		$11.7M Sell
256,799
-6,770
-3% -$297K 1.09% 28
2024
Q2 		$10.9M Sell
263,569
-44,730
-15% -$1.86M 1.09% 28
2024
Q1 		$13.3M Sell
308,299
-26,724
-8% -$1.1M 1.36% 27
2023
Q4 		$14.1M Sell
335,023
-49,145
-13% -$1.85M 1.55% 27
2023
Q3 		$14.2M Sell
384,168
-31,381
-8% -$1.22M 1.71% 26
2023
Q2 		$16.1M Buy
+415,549
New +$15.4M 1.9% 24

Other funds holding SPSM

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return