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

Seaside 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	$1.1M	Sell	19,051 -53	-0.3%	-$2.83K	0.27%	24
2026 Q1	$923K	Buy	19,104 +101	+0.5%	+$5K	0.26%	26
2025 Q4	$890K	Sell	19,003 -425	-2%	-$19.8K	0.25%	26
2025 Q3	$900K	Sell	19,428 -124	-0.6%	-$5.56K	0.27%	28
2025 Q2	$833K	Sell	19,552 -642	-3%	-$25.9K	0.27%	28
2025 Q1	$823K	Buy	20,194 +276	+1%	+$12.2K	0.29%	26
2024 Q4	$895K	Sell	19,918 -146	-0.7%	-$6.79K	0.33%	25
2024 Q3	$913K	Sell	20,064 -262	-1%	-$11.5K	0.35%	23
2024 Q2	$844K	Sell	20,326 -28	-0.1%	-$1.17K	0.35%	23
2024 Q1	$876K	Sell	20,354 -68	-0.3%	-$2.81K	0.37%	23
2023 Q4	$861K	Sell	20,422 -2,128	-9%	-$80.2K	0.39%	21
2023 Q3	$832K	Buy	22,550 +497	+2%	+$19.4K	0.42%	21
2023 Q2	$857K	Sell	22,053 -76	-0.3%	-$2.83K	0.44%	20
2023 Q1	$835K	Sell	22,129 -484	-2%	-$18.9K	0.51%	21
2022 Q4	$836K	Sell	22,613 -208	-0.9%	-$7.79K	0.55%	20
2022 Q3	$872K	Sell	22,821 -1,009	-4%	-$38.2K	0.6%	20
2022 Q2	$946K	Buy	+23,830	New	+$925K	0.72%	19

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

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

Seaside Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.28% in Q2 2026, selling an estimated $2.83K and leaving 19,051 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #24.

Seaside Wealth Management first reported a position in SPSM in Q2 2022 and has held it in 17 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Seaside Wealth Management held 19,051 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.1M as of Q2 2026.
Seaside Wealth Management sold 53 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $2.83K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.27% of Seaside Wealth Management's portfolio in Q2 2026, its #24 holding.
Seaside Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2022 and has held it in 17 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 Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.