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

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

RVW Wealth's SPSM Position: Q2 2026 in Review

RVW Wealth increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 14% in Q2 2026, buying an estimated $1.17M and bringing the position to 174,960 shares worth $10.1M. The position accounts for 0.66% of the portfolio, ranked #31.

RVW Wealth first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.1M in Q2 2023. 1,049 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

RVW Wealth held 174,960 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $10.1M as of Q2 2026.
RVW Wealth bought 21,844 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $1.17M.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.66% of RVW Wealth's portfolio in Q2 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 13 quarters since.
RVW Wealth's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $16.1M in Q2 2023.
1,049 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.