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 Q3	$9.22M	Sell	174,333 -627	-0.4%	-$35.3K	0.59%	31
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

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

PWA

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

AWM

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

RVW Wealth's SPSM Position: Q3 2026 in Review

RVW Wealth reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.36% in Q3 2026, selling an estimated $35.3K and leaving 174,333 shares worth $9.22M. The position accounts for 0.59% of the portfolio, ranked #31.

RVW Wealth first reported a position in SPSM in Q2 2023 and has held it in 14 quarters since. The position peaked at $16.1M in Q2 2023. 110 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

RVW Wealth held 174,333 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.22M as of Q3 2026.
RVW Wealth sold 627 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $35.3K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.59% of RVW Wealth's portfolio in Q3 2026, its #31 holding.
RVW Wealth first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 14 quarters since.
RVW Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16.1M in Q2 2023.
110 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.